RIA Intel›Advisers›Arizona›THE LESSARD INVESTMENT GROUP LLC

THE LESSARD INVESTMENT GROUP LLC

Advisory

SCOTTSDALE, AZ

Data as of Apr 29, 2026 · Source: SEC Form ADV

Average account

$351K

across 110 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients110

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

110 clients

72 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

BENCHMARK FINANCIAL LTD

$39M

SECURE INVESTMENT MANAGEMENT, LLC

$38M

FOUNTAIN FINANCIAL GROUP, INC.

FOUNTAIN HILLS, AZ

$38M

ILIAD WEALTH SOLUTIONS LLC

$39M

JAGUAR INVESTMENT SERVICES, LTD

$40M

$38M

Get the full picture on THE LESSARD INVESTMENT GROUP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track THE LESSARD INVESTMENT GROUP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans