Andrew
Lessman
Sharper & Granite LLC
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About this Advisor
Andrew Lessman is a financial advisor who works out of Strongsville, Ohio. Lessman currently works for Sharper & Granite LLC. During their career, Lessman has held roles at Sharper & Granite LLC, National Interstate Insurance and Javitch, Block, And Rathbone LLC. Lessman maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Ohio. Sharper & Granite LLC is a financial advisory business that has its headquarters in El Segundo, CA. It controls $224 million in assets under management among its 396 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 396 accounts, 49% are held by high-net-worth clients who have greater than $1 million in investable assets. Sharper & Granite LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees depend on which services the firm provides the client. However, fees billed by Sharper & Granite LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sharper & Granite LLC Brokerage Details
$224,426,995
5
396
$566,735
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Andrew Lessman Work History
Andrew has been registered as a financial advisor for 0 years.*
Sharper & Granite LLC
National Interstate Insurance
Javitch, Block, And Rathbone LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Lessman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sharper & Granite LLC
El Segundo, CA
El Segundo, CA
Strongsville, OH
El Segundo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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