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Paul James Lehman

Newgrange Asset Management LLC

Strongsville, OH

CRD 1092364

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Employer firm

Newgrange Asset Management LLC CRD 168484

$25.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Newgrange Asset Management Llc

Strongsville, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2013-09-06
  • OH RA
    APPROVED
    Since 2013-09-06

Branch Locations

Strongsville, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-01-31
  • S63 Uniform Securities Agent State Law Examination
    1983-01-31
Designations
  • Certified Financial Planner

View on SEC IAPD

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