Lehrer Management Co Inc (Newport Beach)
Lehrer Management Co Inc is a related adviser based in Newport Beach. It manages $3.41 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Lehrer Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Lehrer Management: assets under management
The assets under management (AUM) of Lehrer Management Co Inc is $3.41 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Lehrer Management Co Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Lehrer Management Co Inc
Norman Lehrer has been acting as President since 1 Jan 1998. Christina Marie Walsh joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Based in Newport Beach
The principal office where Lehrer Management Co Inc performs its advisory services is located at 450 Newport Center Dr., Newport Beach, CA 92660 The mailing address of the firm is 20400 Stevens Creek Blvd., Cupertino, CA 95014. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 408-996-3390 or by fax 408-996-9374. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.lehrermanagement.com.
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