Lehrer Management Co Inc (Newport Beach)

Name: Lehrer Management Co Inc
Address: 450 Newport Center Dr., Newport Beach, CA, 92660
Telephone: 408-996-3390

Lehrer Management Co Inc is a related adviser based in Newport Beach. It manages $3.41 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Lehrer Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lehrer Management: assets under management

The assets under management (AUM) of Lehrer Management Co Inc is $3.41 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $851.96 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lehrer Management Co Inc for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Lehrer Management Co Inc

Norman Lehrer has been acting as President since 1 Jan 1998. Christina Marie Walsh joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Norman Lehrer	President	1 Jan 1998	75% - 100%	2724542
Norman Henry Lehrer	President	1 Jan 1998	50% - 75%	2724542
Lenore R Lehrer	Administration	1 Jan 1998	50% - 75%	4954799
Jonathan G Riley	Vice president/cco	1 Dec 2003	Other	2947957
Norman And Lenore Lehrer Trustees The Lehrer Family Trust	Member	1 Sep 2007	75% - 100%	xxx-xx-xxxx
Tony Larry Alarcon	Vice president/ceo	1 Jun 2011	Other	2593019
John B Kosecoff	Portfolio manager/chief compliance officer	1 Jun 2011	Other	1420370
Norman Henry Lehrer	Vice president of investments	1 Oct 2012	Other	2724542
Llc Alpha Cubed Investments	Owns 100% of lehrer management company, inc.	1 Oct 2012	75% - 100%	159347
Steven Brett Alexson	President/chief compliance officer	1 Oct 2012	Other	3104828
Todd Randall Walsh	President	1 Oct 2012	Other	1571625
Christina Marie Walsh	Chief compliance officer	1 Feb 2013	Other	6196929

Based in Newport Beach

The principal office where Lehrer Management Co Inc performs its advisory services is located at 450 Newport Center Dr., Newport Beach, CA 92660 The mailing address of the firm is 20400 Stevens Creek Blvd., Cupertino, CA 95014. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-996-3390 or by fax 408-996-9374. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.lehrermanagement.com.