L
$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
14 yrs Firm Age
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- Custodian
- RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-10-2012
- Office Locations
- 1
Office Locations
-- Gays Mills WI
About Lemley Yarling Management CO
Lemley Yarling Management CO is a Independence-based RIA. The firm has been operating for 14 years. Managing $12.0M in total assets under management, with 1 advisory representatives. They custody assets with RBC.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$705.9K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RALPH JACOB LEMLEY II
Chief Compliance Officer, President, Secretary, TREASURER
- CRD
- #306406
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | $195,441 |
| Non-Discretionary | $0 | $43,571 |
| Total | $12,000,000 | $168,006 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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