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Home > Retirement Planners > illinois > champaign > LESTER FINANCIAL GROUP, LLC
LESTER FINANCIAL GROUP, LLC
301 N. Neil St.
Suite 400
Champaign, Illinois 61820
Tel: 217-356-6533
About LESTER FINANCIAL GROUP, LLC
LESTER FINANCIAL GROUP, LLC, formally registered with the SEC as LESTER FINANCIAL GROUP, LLC. The firm was established in 05/13/2022. They have over 2 offices throughout the country.
LESTER FINANCIAL GROUP, LLC is a Champaign, Illinois based Financial Planning firm with nearly $163,725,000 assets under management, offering retirement planning & investment advisory services to 516 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317036 |
| SEC# | 801-122944 |
| Assets Managed by Firm | $163,725,000 |
| No. of Clients | 516 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 516 | $163,725,000 |
| Individuals (other than high net worth individuals) | 486 | $126,478,958 |
| High net worth individuals | 37 | $37,246,042 |
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