ROBERT LESHNER AND ASSOCIATES, INC.

CINCINNATI, Ohio·1 registered advisor·CRD# 121975
SEC# 801-61352(513) 791-4910
01

Firm Overview

AUM
$102M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: SOLICITATION FEES
03

Specialties

Investment ManagementWealth Management
04

Advisors at ROBERT LESHNER AND ASSOCIATES, INC.

1 registered advisor
Maryellen Peretzky
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ROBERT LESHNER AND ASSOCIATES, INC. (CRD# 121975) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.