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Gifford Robert Lehman (Carmel)


Gifford Robert Lehman is a large advisory firm based in Carmel. It manages $40.4 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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Gifford Robert Lehman provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gifford Robert Lehman: assets under management

The assets under management (AUM) of Gifford Robert Lehman is $40.4 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $40.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.15 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gifford Robert Lehman for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Carmel

The principal office where Gifford Robert Lehman performs its advisory services is located at Corner Mission & 4 Th, Carmel, CA 93923 The mailing address of the firm is Po Box 392, Pebble Beach, CA 93953. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 831-620-1717 or by fax 831-620-1715. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.giffordlehman.com.


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