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Home > Retirement Planners > california > sausalito > LESKO SECURITIES, INC.
LESKO SECURITIES, INC.
400 Plaza Drive
Ste A
Vestal, New York 13850
Tel: 607-724-2421
About LESKO SECURITIES, INC.
LESKO SECURITIES, INC, formally registered with the SEC as LESKO SECURITIES, INC. The firm was established in 03/20/2017. They have over 1 offices throughout the country.
LESKO SECURITIES, INC. is a Vestal, New York based Financial Planning firm with nearly $474,015,396 assets under management, offering retirement planning & investment advisory services to 2097 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 10091 |
| SEC# | 801-110085 |
| Assets Managed by Firm | $474,015,396 |
| No. of Clients | 2097 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2097 | $474,015,396 |
| Individuals (other than high net worth individuals) | 846 | $268,875,512 |
| High net worth individuals | 86 | $186,729,872 |
| Charitable organizations | 5 | $18,410,012 |
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