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LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES
5555 Del Monte Drive
Suite 802
Houston, Texas 77056-4117
Tel: 713-626-8184
About LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES
LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES, formally registered with the SEC as LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES. The firm was established in 12/12/1985. They have over 2 offices throughout the country.
LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES is a Houston, Texas based Financial Planning firm with nearly $301,800,000 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105835 |
| SEC# | 801-25934 |
| Assets Managed by Firm | $301,800,000 |
| No. of Clients | 10 |
| No. of Advisors | 1 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $301,800,000 |
| Pension and profit sharing plans | 10 | $301,800,000 |
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