Lemley Yarling Management Co (Hinsdale)

Lemley Yarling Management Co is an adviser based in Hinsdale. It manages $26.04 million of regulatory assets for 155 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Lemley Yarling Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, and furnishes advice to clients on matters not involving securities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lemley Yarling Management: assets under management

The assets under management (AUM) of Lemley Yarling Management Co is $26.04 million. The firm's AUM has gone down by -57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $24.82 million in discretionary accounts and $1.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $195.44 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $43.57 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lemley Yarling Management Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lemley Yarling Management Co

Ralph Jacob Lemley has been acting as President since 1 Mar 1984. Kathleen Marie Pinto joined the executive team most recently as the Director/Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ralph Jacob Lemley	President/treasurer/secretary	1 Mar 1984	75% - 100%	306406
Kathleen Marie Pinto	Director/secretary	1 Mar 1984	Other	1043892

Based in Hinsdale

The principal office where Lemley Yarling Management Co performs its advisory services is located at 42 S. Washington Street, Hinsdale, IL 60521, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.