← Back to searchVisit website
LESTER FINANCIAL GROUP, LLC
CRD 317036 · SEC 801-122944
301 N. NEIL ST., SUITE 400, CHAMPAIGN, IL, 61820, United States
Phone
217-356-6533
Fax
217-356-6577
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$398.6M
Discretionary AUM
$398.6M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 731 | $302.9M |
| High net worth individuals | 53 | $95.7M |
States served
IL, IN, LA, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD