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| Happy Holidays!! thanks for using AUM13F!! |
| Lesko Securities Inc
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| CRD # | 10091 |
| SEC # | 801-110085 |
| CIK # | |
| AUM | $597.1 M (2025-05-07) |
| Employees | 20 (60% Investors, 60% Brokers) |
| Phone | 607-724-2421 |
| Address | 400 Plaza Drive Vestal, NY 13850 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 963 | 309.7 |
| (b) Individuals (high net worth individuals) | 116 | 268.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 18.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,313 | 597.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,313 | 597.1 |
| Total | 2,313 | 597.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 597.1 | |
| Total | 2,313 | 597.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Signal Securities Inc
✚
|
TX | 0.6 |
|
Tyler-Stone Wealth Management LLC
✚
|
OH | 0.6 |
|
Harrell Investment Partners LLC
✚
|
TX | 0.6 |
|
Arjuna Capital LLC
✚
|
MA | 0.6 |
|
Hyposwiss Advisors Sa
✚
|
0.6 | |
|
G2 Capital Management LLC
✚
|
OH | 0.6 |
|
Interchange Capital Partners LLC
✚
|
PA | 0.6 |
|
Berkeley Inc
✚
|
ID | 0.6 |
|
St James Investment Company LLC
✚
|
TX | 0.6 |
|
Moss LUSE & Womble LLC
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|
TX | 0.6 |