$94.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
131 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-20-1997
- Office Locations
- 1
Office Locations
380 ELM Street Suite 3 North Attleboro MA
About Lechner Associates
Lechner Associates is a North Attleboro, MA-based independent, fee-only RIA providing comprehensive financial planning, investment advice, and asset management. The firm does not sell products or take commissions. Portfolios emphasize diversified asset allocation using mutual funds and ETFs, with risk management. Custodies primarily at Charles Schwab and offers a complimentary introductory meeting.
Team overview
39 AVG AGE
$94.4M AVG AUM / ADVISOR
$720.5K AVG AUM / CLIENT
9.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
Stacie M Skryz
PRINCIPAL, Regional Marketing Director
- CRD
- #6766414
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $94,379,000 | -- |
| Total | $94,379,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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