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Lesjak Planning, LLC

● SEC registered since 1980CRD 110090SEC# 801-15662Westlake, OH
Export (members)
Reg. AUM
$369M
Employees
7
Accounts
392
Location
Westlake, OH

Lesjak Planning, LLC assets under management

Lesjak Planning, LLC operates as an SEC-registered investment adviser based in Westlake, OH. The firm has been registered since 1980. It reports $369 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/lesjak-planning-corporationView on SEC.gov ↗

Lesjak Planning, LLC owners & executives

3 reported
NameTitleOwnershipSince
Marc Christian Thomas ControlVice PresidentUnder 5%2018
Marc Christian Thomas ControlChief Compliance OfficerUnder 5%2004
Michael Joseph Lesjak ControlPresidentOver 75%2018

Frequently asked questions

How much does Lesjak Planning, LLC manage?

Lesjak Planning, LLC reports $369 million in regulatory assets under management on its Form ADV.

How many employees does Lesjak Planning, LLC have?

Lesjak Planning, LLC reports 7 employees.

Where is Lesjak Planning, LLC located?

Lesjak Planning, LLC is based in Westlake, OH and has been SEC-registered since 1980.

Does Lesjak Planning, LLC disclose fund performance?

Lesjak Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1991 Crocker Rd, Suite 575, Westlake, OH 44145
Phone440-871-9500
Fax440-871-3607
Office hours8:30a.m. To 4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$362.5M
Non-discretionary$6.5M
Total (RAUM)$369M