Lemley Yarling Management Co
RIASEC Registered
Total AUM
$12M
Discretionary
$12M
100% of AUM
Avg account
$375K
Accounts
32
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 110792
- Website
- www.lemleyletter.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Commissions
- Client types
- Individuals66.67%
- HNWI33.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lemley Yarling Management Co. is a small, non-independent retail RIA organized as a corporation and owned by an individual. The firm serves individual and family clients, offering portfolio management for individuals and small businesses. Its fee model includes both a percentage of assets under management and commission-based compensation. The firm reports a broker-dealer affiliation and does not identify itself as an active ESG investor, a multi-state adviser, or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1
Ralph Lemley
PresidentCRD 306406
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations