Lemley, Yarling & Co

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Independence, Kentucky
CRD number
18234
Registered since
September 12, 1986

Firm profile

FINTRX

Overview

Lemley, Yarling & Co. is organized as a corporation that registered with the SEC in 1986. FINTRX classifies ownership as a mix of a domestic entity and individuals and lists the firm as unclassified in its taxonomy. The dataset indicates the firm does not operate as a capital allocator and does not identify itself as an active ESG investor. It is also not flagged as a multi-state adviser, a pension consultant, or a related adviser in the available records.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Gery Sadzewicz

    Gery Sadzewicz

    CCOCRD 1090963

  • Ralph Lemley

    Ralph Lemley

    PresidentCRD 306406

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Independence, KY

Kenton

Location

Independence, KY

Headquartered in Independence, KY, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the South.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
South
County
Kenton
Address
3051 Alderbrook Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth