Lelah Financial, LLC

Lelah Financial, LLC (CRD# 294223) is a financial advisory firm headquartered in Riverwoods, IL. They manage $27,395,964 in 46 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
300 Saunders Road, Suite 100, Riverwoods, IL 60015
https://lelahfinancial.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $595,564
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Lelah Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua Lelah, financial advisor Riverwoods IL
Joshua A. Lelah
CRD#: 4228668
300 Saunders Road, Suite 100, Riverwoods, IL 60015

Joshua Lelah (CRD# 4228668) is an Investment Advisor Representative working at Lelah Financial, LLC in Riverwoods, IL and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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