Lehrer Financial & Economic Advisory Services

Overview

Lehrer Financial & Economic Advisory Services is a sole-proprietorship institutional RIA that has been SEC-registered since 1985. The firm is run by an individual owner and focuses on serving institutional clients, with an emphasis on pension consulting. Its advisory work is delivered on a non-discretionary basis and billed through hourly charges and fixed-fee arrangements. Lehrer Financial & Economic Advisory Services is not structured as a capital allocator and does not describe itself as an active ESG investor or a multi-state adviser. The firm lists pension consulting among its primary advisory activities and maintains an industry affiliation as a real estate broker. Those details, together with the fee model and client type, indicate the firm operates as a specialist consultant to institutional retirement plans rather than as a traditional discretionary asset manager.

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