Leber Andesa Advisors, Inc. (Allentown)

Name: Leber Andesa Advisors, Inc.
Address: 1011 Brookside Road, Allentown, PA, 18106
Telephone: (610) 841-5367

Leber Andesa Advisors, Inc. is a large advisory firm based in Allentown. It manages $153.15 million of regulatory assets for 541 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut, Florida, New Jersey, and 3 other states.

Leber Andesa Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Leber Andesa Advisors: assets under management

The assets under management (AUM) of Leber Andesa Advisors, Inc. is $153.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 513% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $153.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $283.08 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Leber Andesa Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Leber Andesa Advisors, Inc.

Michael David Baittinger has been acting as President since 1 Nov 2006. Malcolm Northrup Briggs joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Gregory Cobb	Shareholder	1 Jun 2004	Other	4820099
Paul Curtis Barbehenn	Chief investment officer & chief compliance officer	1 Aug 2006	25% - 50%	4246485
Michael David Baittinger	President	1 Nov 2006	25% - 50%	2832152
Malcolm Northrup Briggs	Shareholder	1 Jan 2009	Other	30503
David Matthew Leber	Chief executive officer	1 Jan 2010	25% - 50%	304838
David Matthew Leber	Shareholder	1 Jan 2013	Other	304838

Based in Allentown

The principal office where Leber Andesa Advisors, Inc. performs its advisory services is located at 1011 Brookside Road, Allentown, PA 18106, 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 (610) 841-5367 or by fax (610) 844-0272. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.leberandesa.com.