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Robert Leshner And Associates, Inc. (Cincinnati)


Robert Leshner And Associates, Inc. is a large advisory firm based in Cincinnati. It manages $101.96 million of regulatory assets for 156 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, Indiana, and 3 other states.

Robert Leshner And Associates provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Robert Leshner And Associates: assets under management

The assets under management (AUM) of Robert Leshner And Associates, Inc. is $101.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 292% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $101.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $653.6 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Robert Leshner And Associates, Inc. for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in Cincinnati

The principal office where Robert Leshner And Associates, Inc. performs its advisory services is located at Suite 210, 200 Baldwin Center, Cincinnati, OH 45202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (513) 791-4910 or by fax (513) 792-7073. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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