LESJAK PLANNING, LLC of WESTLAKE, OH is an SEC-registered investment adviser (CRD 110090). Regulatory assets under management: $396.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Corporations.
| Name | Role | Location |
|---|---|---|
| Michael Joseph Lesjak | PRESIDENT | — |
| Marc Christian Thomas | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| LESJAK DAVID MATTHEW | PRESIDENT | — |
| LESJAK JOHN WILLIAM | SECRETARY | — |
| LESJAK MICHAEL JOSEPH | PRESIDENT; VICE-PRESIDENT | — |
| THOMAS MARC CHRISTIAN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; SECRETARY (+1 more) | — |