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LEAR INVESTMENT MANAGEMENT
2911 Turtle Creek Boulevard
Suite 920
Dallas, Texas 75219
Tel: (214) 445-5900
About LEAR INVESTMENT MANAGEMENT
LEAR INVESTMENT MANAGEMENT, formally registered with the SEC as LEAR INVESTMENT MANAGEMENT. The firm was established in 07/21/2017. They have over 3 offices throughout the country.
LEAR INVESTMENT MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $603,954,035 assets under management, offering retirement planning & investment advisory services to 292 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174119 |
| SEC# | 801-110851 |
| Assets Managed by Firm | $603,954,035 |
| No. of Clients | 292 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (OTHER INVESTMENT ADVISERS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 292 | $603,954,035 |
| Individuals (other than high net worth individuals) | 37 | $16,241,642 |
| High net worth individuals | 101 | $226,601,148 |
| Other investment advisers | 8 | $361,111,245 |
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