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SIMPLYRICH

ANTMAN, LESTER MURRAY

CRD 119311 · SEC 801-69016

Visit website

CA, United States

Phone

866-589-0430

Fax

866-808-0430

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$438.9M

Discretionary AUM

$438.9M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals22$9.2M
High net worth individuals45$429.7M

States served

CA, NY, OR, TX

All web addresses on file

Official SEC filing: View on IAPD