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Richard Lehmann & Associates Inc. (Miami Lakes)


Richard Lehmann & Associates Inc. is a large advisory firm based in Miami Lakes. It manages $105 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Florida.




Richard Lehmann & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as newsletter publisher.

Richard Lehmann & Associates: assets under management

The assets under management (AUM) of Richard Lehmann & Associates Inc. is $105 million. The firm's AUM has grown by 234% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12 million in discretionary accounts and $93 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.55 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Richard Lehmann & Associates Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Miami Lakes

The principal office where Richard Lehmann & Associates Inc. performs its advisory services is located at 6175 Nw 153 St, Miami Lakes, FL 33014 The mailing address of the firm is 6175 Nw 153 St. Suite 201, Miami Lakes, FL 33014. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-557-1832 or by fax 305-557-1454. The normal business hours are 9am to 5 pm on Monday - Friday.


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