LEHMAN & DERAFELO FINANCIAL RESOURCES LLC
Legal name: LEHMAN FINANCIAL RESOURCES
CRD #292523 SEC #801-113642 MEDIA, PA 610-565-2343
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
6
Clients
--
Accounts
2,374
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $1.1B | $1.1B | $0 | 6 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 6 | 0 |
| Oct 2021 | $919.6M | $919.6M | $0 | 6 | 0 |
| Mar 2021 | $919.6M | $919.6M | $0 | 6 | 0 |
| Jun 2020 | $811.8M | $811.8M | $0 | 7 | 0 |
| Mar 2020 | $811.8M | $811.8M | $0 | 7 | 0 |
| Jul 2019 | $718.5M | $718.5M | $0 | 7 | 1 |
| Mar 2019 | $718.5M | $718.5M | $0 | 7 | 1 |
| Nov 2018 | $104.3M | $104.3M | $0 | 8 | 47 |
| Oct 2018 | $0 | $0 | $0 | 8 | 0 |
| Jul 2018 | $0 | $0 | $0 | 8 | 0 |
| Jun 2018 | $0 | $0 | $0 | 8 | 0 |
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$919.6M
Discretionary$919.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$919.6M
Discretionary$919.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$811.8M
Discretionary$811.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$811.8M
Discretionary$811.8M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$718.5M
Discretionary$718.5M
Non-Disc.$0
Employees7
Clients1
DateMar 2019
Total AUM$718.5M
Discretionary$718.5M
Non-Disc.$0
Employees7
Clients1
DateNov 2018
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees8
Clients47
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0