Lrn Associates Ltd. is a mid-sized advisory firm based in Great Neck. It manages $35.76 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of New York.
Lrn Associates provides financial planning services, portfolio management for individuals and small businesses, educational seminars and workshops, and financial consultations. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lrn Associates Ltd. is $35.76 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lrn Associates Ltd. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Lynn Renee Najman is high net worth individuals with 23 clients and $33.78 million of assets under management. Among the 1 most similar advisory firms, Lrn Associates has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $34.59 million for 29 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lrn Associates doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Lrn Associates Ltd. performs its advisory services is located at 40 Cuttermill Road, Great Neck, NY 11021, 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 516-883-7113. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at lrnassociates.com.