LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES

Overview

Lehrer Financial & Economic Advisory Services is a small, institutionally focused pension consulting practice that operates as a sole proprietorship. The firm provides advisory and pension consulting services on a non‑discretionary basis, delivering recommendations and plan-level guidance rather than taking trading authority. Its client base is concentrated and institutional in nature, which aligns with the firm’s fee model of hourly charges and fixed fees—typical for consulting engagements where deliverables and project scope drive compensation. Investment activity centers on advisory allocation and manager selection rather than direct portfolio management. The firm classifies its primary asset usage as "Other," indicating a reliance on custom or non‑standard mandates that do not fit conventional retail categories. Lehrer Financial & Economic Advisory Services does not present as an active ESG investor and is not organized as a multi‑state adviser; it is a single‑owner, individual‑led adviser with pension consulting listed as a core activity. The firm also has an industry affiliation as a real estate broker, which helps explain part of its alternative asset focus.

Assets & Accounts

Investments & Alternatives

Location & Offices