Lehman & Derafelo Financial Resources is an investment advisor in Media with $1.07 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
823951929
SEC advisor number
801-113642
FINRA CRD number
292523
AUM ?
$1.07 bn
(as of 30 Mar 22)
Accounts
2,334
(as of 30 Mar 22)
Employees
6
(5 investment advisory or research)
Address
Lehman & Derafelo Financial Resources
1215 W. BALTIMORE PIKE
SUITE 8
MEDIA
PA 19063
1215 W. BALTIMORE PIKE
SUITE 8
MEDIA
PA 19063
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Phone
610-565-2343
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Derafelo, Richard, David | Managing Member/chief Compliance Officer | 12/2017 | 50-75% |
Lehman, Ronald, Scott | Managing Member | 12/2017 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21
13F-HR
Quarterly holdings report by institutional manager
19 Jul 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 Jun 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 Jun 21
13F-HR
Quarterly holdings report by institutional manager
21 Apr 21