Overview
Assets Under Management: $436 million
Headquarters: FRANKLIN, MA
High-Net-Worth Clients: 363
Average Client Assets: $881,265
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 363
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.42
Average High-Net-Worth Client Assets: $881,265
Total Client Accounts: 1,657
Discretionary Accounts: 1,656
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 167893
Filing ID: 1959451
Last Filing Date: 2025-03-24 07:56:00
Website: https://lpl.com