Investment adviser · CRD 121975

ROBERT LESHNER AND ASSOCIATES, INC.

Investment adviser filing (IA)

CINCINNATI, OH, United States · Form ADV filed May 9, 2014

Regulatory AUM
$102M
Form ADV · Item 5.F
Client accounts
156
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

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: May 9, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

SUITE 210, 200 BALDWIN CENTER, 625 EDEN PARK DRIVE
CINCINNATI, OH, 45202, United States

CRD 121975

Filing source

Form ADV 823751 · May 9, 2014 · 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.