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⚲
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| Lester Financial Group LLC
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|
|
|---|---|
| CRD # | 317036 |
| SEC # | 801-122944 |
| CIK # | |
| AUM | $398.6 M (2026-02-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 217-356-6533 |
| Address | 301 N Neil St Champaign, IL 61820 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 731 | 302.9 |
| (b) Individuals (high net worth individuals) | 53 | 95.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,118 | 398.6 |
| By Discretionary | ||
| Discretionary | 1,118 | 398.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,118 | 398.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 398.6 | |
| Total | 1,118 | 398.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Leeward Financial Partners LLC
✚
|
0.4 | |
|
Kirkwood Financial Services LLC
✚
|
TX | 0.4 |
|
Threadgill Financial LLC
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|
TX | 0.4 |
|
Midwest Heritage Bank FSB
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|
IA | 0.4 |
|
Luminvest Wealth Management LLC
✚
|
AZ | 0.4 |
|
Red Wave Investments LLC
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|
PA | 0.4 |
|
FC Advisory LLC
✚
|
PA | 0.4 |
|
Sara-Bay Financial Corp
✚
|
FL | 0.4 |
|
Wagner Loftin Investment Services LLC
✚
|
CA | 0.4 |
|
Family Wealth Advisory Group LLC
✚
|
OH | 0.4 |