Richard Lerch, financial advisor Philadelphia PA

Richard Lerch

CRD Number: 2561551
Current Firm: Prudent Management Associates
Compensation Model: Fee Only
Richard Lerch (CRD# 2561551) is an Investment Advisor Representative working at Prudent Management Associates in Philadelphia, PA and has over 20 years of experience in the finance industry.
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Company Name Location Dates Years
Prudent Brokerage Associates Philadelphia, PA Jul 2010 - Current 13
Prudent Management Associates Philadelphia, PA Sep 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for Richard J. Lerch
By the Numbers
  • Total Assets Under Management
    1,024
    MILLIONS
  • Total Number of Accounts
    621
    ACCOUNTS
  • Average Account Value
    $1,649,234
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NJ, NY, PA

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