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
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Total Assets Under Management10MILLION
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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
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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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