PPrivate Fund Data Log in Join · $37/mo

Lester Financial Group, LLC

● SEC registered since 2022CRD 317036SEC# 801-122944Champaign, IL
Export (members)
Reg. AUM
$264.1M
Employees
5
Accounts
1,579
Location
Champaign, IL

Lester Financial Group, LLC assets under management

Lester Financial Group, LLC is an SEC-registered investment adviser based in Champaign, IL. The firm has been registered since 2022. It reports $264.1 million in regulatory assets under management and employs 5 people.
www.lesterfinancialgroup.comView on SEC.gov ↗

Lester Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Anne Christine Taylor ControlChief Compliance OfficerUnder 5%2022
Todd Allen Lester ControlManaging PrincipalOver 75%2022

Frequently asked questions

How much does Lester Financial Group, LLC manage?

Lester Financial Group, LLC reports $264.1 million in regulatory assets under management on its Form ADV.

How many employees does Lester Financial Group, LLC have?

Lester Financial Group, LLC reports 5 employees.

Where is Lester Financial Group, LLC located?

Lester Financial Group, LLC is based in Champaign, IL and has been SEC-registered since 2022.

Does Lester Financial Group, LLC disclose fund performance?

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

Contact & registration

Address301 N. Neil St., Suite 400, Champaign, IL 61820
Phone217-356-6533
Fax217-356-6577
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$264.1M
Non-discretionary$0
Total (RAUM)$264.1M