Investment adviser · CRD 112955
RICHARD LEHMANN & ASSOCIATES INC.
Investment adviser filing (IA)
MIAMI LAKES, FL, United States · Form ADV filed Jan 26, 2012
- Regulatory AUM
- $105M Form ADV · Item 5.F
- Client accounts
- 62 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe 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: Jan 26, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
6175 NW 153 ST, SUITE 201MIAMI LAKES, FL, 33014, United States
CRD 112955
Filing source
Form ADV 606715 · Jan 26, 2012 · 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.