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Andrew William Lessman

Sharper & Granite LLC

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About Andrew William Lessman

Andrew William Lessman is an investment advisor representative with Sharper & Granite LLC. Andrew has been a registered investment advisor since February 2023. Andrew's firm, Sharper & Granite LLC, manages over $318 million in assets for a wide range of clients, including individuals, charitable organizations, pension plans, and corporations. The firm primarily focuses on providing financial planning and portfolio management services. Andrew's expertise lies in offering investment advice to both individuals and organizations.

Firm Information

Andrew Lessman is currently registered with Sharper & Granite LLC. Sharper & Granite LLC is an investment advisor headquartered in El Segundo, CA. The firm manages approximately $318 million in assets for 461 clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. They provide financial planning and portfolio management services.
Sharper & Granite LLC

400 CONTINENTAL PLAZA

EL SEGUNDO, CA 90245

$318.27M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Lessman’s Registration & Firm History

OH

02/23/2023 - Present

Sharper & Granite LLC (Strongsville OH)

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Licenses & Designations

IA

Issued 02/23/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew William Lessman.
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