|
⚲
|
| Lester Financial Group LLC
✚
|
|
|---|---|
| CRD # | 317036 |
| SEC # | 801-122944 |
| CIK # | |
| AUM | $264.1 M (2025-03-17) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 217-356-6533 |
| Address | 301 N Neil St Champaign, IL 61820 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 650 | 188.8 |
| (b) Individuals (high net worth individuals) | 41 | 75.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,579 | 264.1 |
| By Discretionary | ||
| Discretionary | 1,579 | 264.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,579 | 264.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.1 | |
| Total | 1,579 | 264.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Professional Financial Management Inc
✚
|
MT | 0.3 |
|
The Yanker Group Inc
✚
|
MO | 0.3 |
|
Clientfirst Wealth Management LLC
✚
|
AR | 0.3 |
|
New England Research & Management Inc
✚
|
IL | 0.3 |
|
Wilson & Boucher Capital Management LLC
✚
|
0.3 | |
|
Baugh & Associates LLC
✚
|
GA | 0.3 |
|
Thoma Capital Management LLC
✚
|
MD | 0.3 |
|
LPFG LLC
✚
|
OH | 0.3 |
|
Royal Oak Financial Group
✚
|
OH | 0.3 |
|
Beacon Wealthcare LLC
✚
|
NC | 0.3 |