firm
Lear Investment Management
DALLAS, TX
CRD: 174119
In network coverage since November 5, 2026 · 1 story
$1.2BRegulatory AUMSEC Form ADV · Nov 7
7EmployeesForm ADV
Regulatory AUM · Sep 19 – Nov 7
Network coverage
Tax & estate planning
One in 10 first-time buyers used an inheritance for a down payment
A record 10% paid all cash and 28% of those purchases drew on inherited money, the National Association of Realtors reported.