J.F. Lehman And Company LLC
Answer a few questions and
get matched with an advisor.
Learn more about J.F. Lehman And Company LLC
Overview
J.F. Lehman And Company LLC operates as an advisory company located in New York, New York. It manages $4.2 billion in assets throughout 13 client accounts, placing it among the largest firms in the United States by assets under management (AUM). It has a small team, including 29 financial advisors. J.F. Lehman And Company LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and equities.
J.F. Lehman And Company LLC administers all of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction decisions for the client's account without needing to seek client approval. The advisory firm's typical account size is $325.2 million. The average advisor at J.F. Lehman And Company LLC manages fewer than one client account, placing it among the most personalized financial advisor firms in the country.
J.F. Lehman And Company LLC's central office is located at 110 East 59Th Street, New York, New York 10022. The firm is legally registered to provide services to customers throughout a number of states, including New York and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
J.F. Lehman And Company LLC by the Numbers
$4.2 billion
38
13
$325.2 million
Fee Structure
Financial advisory fees largely depend on which services the firm provides the client. However, fees billed by the company most likely include the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Out of its 13 clients, J.F. Lehman And Company LLC's largest client type by number of accounts is pooled investment vehicles. None of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
J.F. Lehman And Company LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.