|
⚲
|
| Lesko Securities Inc
✚
| |
|---|---|
| CRD # | 10091 |
| SEC # | 801-110085 |
| CIK # | |
| AUM | $474.0 MM (2024-07-08) |
| Employees | 20 (60% Investors, 60% Brokers) |
| Phone | 607-724-2421 |
| Address | 400 Plaza Drive Vestal, NY 13850 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 846 | 268.9 |
| (b) Individuals (high net worth individuals) | 86 | 186.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 18.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,097 | 474.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,097 | 474.0 |
| Total | 2,097 | 474.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 474.0 | |
| Total | 2,097 | 474.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Schmidt Financial Group Inc
✚
|
WA | 0.5 |
|
Gradient Securities LLC
✚
|
MN | 0.5 |
|
GSB Wealth Management LLC
✚
|
CT | 0.5 |
|
Cook Wealth LLC
✚
|
NC | 0.5 |
|
Rye Brook Capital LLC
✚
|
CT | 0.5 |
|
Vista Investment Partners LLC
✚
|
OK | 0.5 |
|
Bruce & Co Inc
✚
|
IL | 0.5 |
|
Westshore Wealth LLC
✚
|
CA | 0.5 |
|
Delta Wealth Management
✚
|
CA | 0.5 |
|
Wealthgate Family Office LLC
✚
|
CO | 0.5 |