Overview
Assets Under Management: $1.4 billion
Headquarters: CENTENNIAL, CO
High-Net-Worth Clients: 979
Average Client Assets: $936,638
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 979
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.78
Average High-Net-Worth Client Assets: $936,638
Total Client Accounts: 5,385
Discretionary Accounts: 5,277
Non-Discretionary Accounts: 108
Regulatory Filings
CRD Number: 285507
Filing ID: 1926729
Last Filing Date: 2025-03-12 11:37:00
Website: https://lpl.com