Lefevre & Associates

Lefevre & Associates (CRD# 122837) is a financial advisory firm headquartered in Palatine, IL. They manage $10,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
122 W Imperial Ct, Palatine, IL 60067
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $1,000,000
Compensation Options
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Lefevre & Associates
Showing 1 - 1 of 1 top financial advisors.
1
Robert Lefevre, financial advisor Palatine IL
Robert J. Lefevre
CRD#: 4584375
Palatine, IL

Robert Lefevre (CRD# 4584375) is an Investment Advisor Representative working at Lefevre & Associates in Palatine, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals