Lefevre & Associates
Lefevre & Associates (CRD# 122837) is a financial advisory firm headquartered in Palatine, IL. They manage $10,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lefevre & Associates
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts10ACCOUNTS
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Average Account Value$1,000,000
Compensation Options
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Lefevre & Associates
1
Robert Lefevre (CRD# 4584375) is an Investment Advisor Representative working at Lefevre & Associates in Palatine, IL and has 1 year of experience in the finance industry.
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