LEHMAN FINANCIAL RESOURCES, INC.
CRD #139500 SEC #801-66283 MEDIA, PA 610-565-2343
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $657.7M | $657.7M | $0 | 9 | 0 |
| Nov 2017 | $594.6M | $594.6M | $0 | 8 | 0 |
| Mar 2017 | $594.6M | $594.6M | $0 | 8 | 425 |
| Jan 2017 | $514.5M | $514.5M | $0 | 7 | 374 |
| Aug 2016 | $514.5M | $514.5M | $0 | 7 | 374 |
| Mar 2016 | $514.5M | $514.5M | $0 | 7 | 374 |
| Mar 2015 | $467M | $467M | $0 | 7 | 400 |
| Dec 2014 | $418.5M | $418.5M | $0 | 6 | 327 |
| Mar 2014 | $418.5M | $418.5M | $0 | 6 | 327 |
| Jun 2013 | $421.1M | $421.1M | $0 | 6 | 280 |
| Mar 2013 | $421.1M | $421.1M | $0 | 6 | 280 |
| Jun 2012 | $360.8M | $347.4M | $13.4M | 1 | 252 |
| Mar 2012 | $360.8M | $347.4M | $13.4M | 1 | 252 |
| Jul 2011 | $337.7M | $325.6M | $12.1M | 5 | -- |
| Mar 2011 | $337.7M | $325.6M | $12.1M | 5 | -- |
| Feb 2009 | $276.5M | $276.5M | $0 | 5 | -- |
| Mar 2008 | $123M | $123M | $0 | 5 | -- |
| Nov 2007 | $123M | $123M | $0 | 5 | -- |
| Mar 2007 | $123M | $123M | $0 | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2018
Total AUM$657.7M
Discretionary$657.7M
Non-Disc.$0
Employees9
Clients0
DateNov 2017
Total AUM$594.6M
Discretionary$594.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$594.6M
Discretionary$594.6M
Non-Disc.$0
Employees8
Clients425
DateJan 2017
Total AUM$514.5M
Discretionary$514.5M
Non-Disc.$0
Employees7
Clients374
DateAug 2016
Total AUM$514.5M
Discretionary$514.5M
Non-Disc.$0
Employees7
Clients374
DateMar 2016
Total AUM$514.5M
Discretionary$514.5M
Non-Disc.$0
Employees7
Clients374
DateMar 2015
Total AUM$467M
Discretionary$467M
Non-Disc.$0
Employees7
Clients400
DateDec 2014
Total AUM$418.5M
Discretionary$418.5M
Non-Disc.$0
Employees6
Clients327
DateMar 2014
Total AUM$418.5M
Discretionary$418.5M
Non-Disc.$0
Employees6
Clients327
DateJun 2013
Total AUM$421.1M
Discretionary$421.1M
Non-Disc.$0
Employees6
Clients280
DateMar 2013
Total AUM$421.1M
Discretionary$421.1M
Non-Disc.$0
Employees6
Clients280
DateJun 2012
Total AUM$360.8M
Discretionary$347.4M
Non-Disc.$13.4M
Employees1
Clients252
DateMar 2012
Total AUM$360.8M
Discretionary$347.4M
Non-Disc.$13.4M
Employees1
Clients252
DateJul 2011
Total AUM$337.7M
Discretionary$325.6M
Non-Disc.$12.1M
Employees5
Clients--
DateMar 2011
Total AUM$337.7M
Discretionary$325.6M
Non-Disc.$12.1M
Employees5
Clients--
DateFeb 2009
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--