Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new york > vestal > 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 |
More Retirement Planning firms in Vestal, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
Explore More Retirement Advisors in Vestal, New York