Owner · Simplyrich
Lester M. Antman
CRD 4506158 · Named on Form ADV at one SEC-registered adviser
At a glance
Simplyrich, an SEC-registered wealth manager with $439 million in regulatory assets, lists Lester M. Antman on its Form ADV as Owner, a control person.
Firms and roles
- SimplyrichOwnerWealth manager · United States · $439M in regulatory assets
AtlasMembers
Lester’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Steve N. JurmanChief Compliance Officer, Simplyrich
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lester’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.