LESJAK PLANNING, LLC

WESTLAKE, Ohio·3 registered advisors·CRD# 110090
SEC# 801-156620440-871-9500
01

Firm Overview

AUM
$343M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LESJAK PLANNING, LLC

3 registered advisors
David Matthew Lesjak
WESTLAKE, Ohio
Marc Christian Thomas
WESTLAKE, Ohio
Michael Joseph Lesjak
WESTLAKE, Ohio
05

Office Locations

WESTLAKE, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. LESJAK PLANNING, LLC (CRD# 110090) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.