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Presper Financial Architects, LLC

● SEC registered since 2018CRD 297538SEC# 801-113773Akron, OH
Export (members)
Reg. AUM
$316.9M
Employees
9
Accounts
1,657
Location
Akron, OH

Presper Financial Architects, LLC assets under management

Presper Financial Architects, LLC operates as an SEC-registered investment adviser based in Akron, OH. The firm has been registered since 2018. It reports $316.9 million in regulatory assets under management and employs 9 people.
www.presperfinancial.comView on SEC.gov ↗

Presper Financial Architects, LLC owners & executives

3 reported
NameTitleOwnershipSince
Lisa Marie LafondCcoUnder 5%2022
Sonya Denise Presper ControlMember50-75%2018
Thomas Michael Presper ControlManaging Member50-75%2018

Frequently asked questions

How much does Presper Financial Architects, LLC manage?

Presper Financial Architects, LLC reports $316.9 million in regulatory assets under management on its Form ADV.

How many employees does Presper Financial Architects, LLC have?

Presper Financial Architects, LLC reports 9 employees.

Where is Presper Financial Architects, LLC located?

Presper Financial Architects, LLC is based in Akron, OH and has been SEC-registered since 2018.

Does Presper Financial Architects, LLC disclose fund performance?

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

Contact & registration

Address441 Wolf Ledges Parkway, Suite 103, Akron, OH 44311-1077
Phone330-253-6000
Fax330-374-1161
Office hours8:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$316.9M
Non-discretionary$0
Total (RAUM)$316.9M