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Home > Retirement Planners > ohio > westlake > LESJAK PLANNING, LLC
LESJAK PLANNING, LLC
1991 Crocker Rd
Suite 575
Westlake, Ohio 44145
Tel: 440-871-9500
About LESJAK PLANNING, LLC
LESJAK PLANNING, LLC, formally registered with the SEC as LESJAK PLANNING, LLC. The firm was established in 12/12/1980. They have over 1 offices throughout the country.
LESJAK PLANNING, LLC is a Westlake, Ohio based Financial Planning firm with nearly $343,400,000 assets under management, offering retirement planning & investment advisory services to 377 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110090 |
| SEC# | 801-15662 |
| Assets Managed by Firm | $343,400,000 |
| No. of Clients | 377 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 377 | $343,400,000 |
| Individuals (other than high net worth individuals) | 284 | $129,000,000 |
| High net worth individuals | 86 | $204,000,000 |
| Pension and profit sharing plans | 5 | $8,200,000 |
| Charitable organizations | Fewer than 5 clients | $2,200,000 |
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