This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-12-1982
- Office Locations
- 1
Office Locations
About Lesko Securities Inc.
Lesko Securities Inc. is an independent, full-service wealth management firm serving retail and institutional clients. Advisors lead with a listen-first process and tailor financial planning, portfolio construction, and insurance/retirement solutions, using ETFs, mutual funds, and fixed income where appropriate. Offers a free initial consultation and flexible pricing options; custody relationships include Schwab and Fidelity.
Reported data analysis
What the numbers show
Between May 7, 2025 and March 30, 2026, reported AUM increased 22.0%, from $597.1M to $728.5M.
Across 5 reported observations, AUM increased 118.7% between September 21, 2022 and March 30, 2026, from $333.1M to $728.5M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 12 advisory representatives and 1,171 clients, or 97.6 clients per representative. That equates to $622.1K in reported AUM per client.
The profile lists 1 reported office location and 44 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Lesko Securities Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Lesko Securities Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM CHARLES HAMPTON
Financial Advisor, TREASURER
- CRD
- #1823025
- Ownership
- Less than 5%
ROBERT SCOTT HARTUNG
Senior Financial Advisor, VICE PRESIDENT
- CRD
- #1295142
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
Unlock allContacts
RICHARD J BARBER
Financial Advisor, General Partner
- CRD
- #4286870
Mia Ann Hartung
Wealth Management Advisor
- CRD
- #8172190
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $728,519,170 | $286,030 |
| Total | $728,519,170 | $286,030 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Lesko Securities Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.