Overview
Assets Under Management: $672 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 431
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 431
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.36
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,823
Discretionary Accounts: 1,819
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 152689
Filing ID: 1944887
Last Filing Date: 2025-03-07 17:21:00
Website: https://lpl.com