Lehrer Kenneth Eugene Dr (Houston)

Name: Lehrer Kenneth Eugene Dr
Address: 5555 Del Monte Drive, Houston, TX, 77056 4117
Telephone: 713-626-8184

Lehrer Kenneth Eugene Dr is a pension cosultant based in Houston. It manages $275 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

Lehrer Kenneth Eugene Dr provides pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lehrer Kenneth Eugene Dr: assets under management

The assets under management (AUM) of Lehrer Kenneth Eugene Dr is $275 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lehrer Kenneth Eugene Dr for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lehrer Kenneth Eugene Dr serves?

The only and largest group of clients of Lehrer Kenneth Eugene Dr is pension and profit sharing plans with 4 clients and $275 million of assets under management. Among the 7 most similar advisory firms, Lehrer Kenneth Eugene Dr has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $275 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Lehrer Kenneth Eugene Dr doesn't advise any private funds.

Careers at Lehrer Kenneth Eugene Dr

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Eugene Lehrer	Managing director & chief compliance officer	1 Dec 1985	75% - 100%	2113019

Based in Houston

The principal office where Lehrer Kenneth Eugene Dr performs its advisory services is located at 5555 Del Monte Drive, Houston, TX 77056 4117, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-626-8184 or by fax 713-964-0444. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at lehecoserv.com.