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| Keyboard |
| Lesko Securities Inc
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|---|---|
| CRD # | 10091 |
| SEC # | 801-110085 |
| CIK # | |
| AUM | 728.5 M (2026-03-30) |
| Employees | 22 (55% Investors, 55% Brokers) |
| Fees | |
| Minimum | |
| 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) | 1,000 | 333.1 |
| (b) Individuals (high net worth individuals) | 166 | 373.9 |
| (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 | 1.7 |
| (h) Charitable organizations | 5 | 19.8 |
| (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 | 2,547 | 728.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,547 | 728.5 |
| Total | 2,547 | 728.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 728.5 | |
| Total | 2,547 | 728.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oak Harbor Wealth Partners LLC
✚
|
NC | 729.9 M |
|
Canby Financial Advisors LLC
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|
MA | 729.4 M |
|
Huber Capital Management LLC
✚
|
CA | 729.2 M |
|
Meadow Creek Wealth Advisors LLC
✚
|
GA | 728.0 M |
|
AAF Wealth Management LLC
✚
|
MA | 727.6 M |
|
Tradewinds Capital Management LLC
✚
|
WA | 727.3 M |
|
Quantum Financial Planning Services Inc
✚
|
WA | 727.2 M |
|
Silver Heights Capital Management Inc
✚
|
727.1 M | |
|
Virtus Family Office LLC
✚
|
TX | 726.9 M |
|
Smith & Howard Wealth Management LLC
✚
|
GA | 726.9 M |