Investment adviser · CRD 139500

LEHMAN FINANCIAL RESOURCES, INC.

Investment adviser filing (IA)

MEDIA, PA, United States · Form ADV filed Mar 29, 2019

Employees
2
Reported in this filing
Advisory professionals
0
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
IndividualsFewer than 5$0Not reported
High-net-worth individualsFewer than 5$0Not reported
Banks & thriftsFewer than 5$0Not reported
Retirement plansFewer than 5$0Not reported
CharitiesFewer than 5$0Not reported
Government entitiesFewer than 5$0Not reported
Other investment advisersFewer than 5$0Not reported
Insurance companiesFewer than 5$0Not reported
Sovereign wealth & foreign institutionsFewer than 5$0Not reported
Corporations & businessesFewer than 5$0Not reported
Other clientsFewer than 5$0Not reported
Filing source

Form ADV 1302912 · Mar 29, 2019 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 29, 2019. View historical filings

Reported services

Not reported in these imported fields

Compensation

Percentage of assets · Fixed

Principal office

1215 WEST BALTIMORE PIKE, SUITE 8
MEDIA, PA, 19063, United States

CRD 139500

Filing source

Form ADV 1302912 · Mar 29, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.