Lester Financial Group LLC

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Assets, Funds, Holdings

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Lester Financial Group LLC
CRD #317036
SEC #801-122944
CIK #
AUM 398.6 M (2026-02-27)
Employees 5 (80% Investors, 0% Brokers)
Fees
Minimum
Phone217-356-6533
Address301 N Neil St
Champaign, IL 61820
Source [IAPD] [Website]
Total AUM ($M)
4003202401608002010201520212027
AUM Breakdown Accounts AUM ($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
Firm Profile (Form ADV)
ServesRetail
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