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LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES

HOUSTON, TX · CRD 105835 · IAPD ↗ · lehecoserv.com · 713-626-8184

$286.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

54
March 2025 — LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES reported RAUM up 31% ($231.0M -> $301.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.