Lesjak Planning Corporation

EST. AUM
$396,000,000

CONTACTS
4

CLIENT ACCOUNTS
381

Firm Details

Metro area Cleveland
CRD Number 110090
Website lesjakplanning.com
Client types

Overview

Lesjak Planning LLC, family-owned and independent since 1980, upholds a professional commitment to its philosophy and clients. With more than 100 years of combined experience among its planners, the firm has witnessed most investment scenarios firsthand. Wisdom, rather than short-term fads and get-rich-quick schemes, guides their decisions and recommendations.

Platform Details

Investment Preferences

Alternative Activity