Newgrange Asset Management LLC

Newgrange Asset Management LLC (CRD# 168484) is a financial advisory firm headquartered in , . They manage $14,000,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $1,166,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Newgrange Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul J. Lehman
CRD#: 1092364
9842 Lakeview Circle, Strongsville, OH 44136
101
Wealthminder
score
Paul Lehman (CRD# 1092364) is an Investment Advisor Representative working at Newgrange Asset Management LLC in , and has over 33 years of experience in the finance industry. Paul Lehman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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