RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 21, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DERAFELO, RICHARD, DAVIDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
DERAFELO, RICHARD, DAVIDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
DERAFELO, RICHARD, DAVIDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
DERAFELO, RICHARD, DAVIDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
DERAFELO, RICHARD, DAVIDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
DERAFELO, RICHARD, DAVIDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
DERAFELO, RICHARD, DAVIDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
DERAFELO, RICHARD, DAVIDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
DERAFELO, RICHARD, DAVIDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
DERAFELO, RICHARD, DAVIDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
DERAFELO, RICHARD, DAVIDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
DERAFELO, RICHARD, DAVIDIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
LEHMAN, RONALD, SCOTTIMANAGING MEMBERD Control
LEHMAN, RONALD, SCOTTIMANAGING MEMBERD Control
LEHMAN, RONALD, SCOTTIMANAGING MEMBERD Control
LEHMAN, RONALD, SCOTTIMANAGING MEMBERD Control
LEHMAN, RONALD, SCOTTIMANAGING MEMBERD Control
LEHMAN, RONALD, SCOTTIMANAGING MEMBERD Control
LEHMAN, RONALD, SCOTTIMANAGING MEMBERD Control
LEHMAN, RONALD, SCOTTIMANAGING MEMBERD Control
LEHMAN, RONALD, SCOTTIMANAGING MEMBERD Control
LEHMAN, RONALD, SCOTTIMANAGING MEMBERD Control
LEHMAN, RONALD, SCOTTIMANAGING MEMBERD Control
LEHMAN, RONALD, SCOTTIMANAGING MEMBERD Control

Registrations

Federal

IA
Mar 21, 2023 REGISTERED

Notice Filings (17)

CA DE FL GA LA MA MD NC NH NJ NV NY OH PA SC TX VA

Address

1215 W. BALTIMORE PIKE
SUITE 8
MEDIA, PA 19063
United States
Phone: 610-565-2343