Overview
Assets Under Management: $252 million
Headquarters: LIMA, OH
High-Net-Worth Clients: 131
Average Client Assets: $950,982
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.47
Average High-Net-Worth Client Assets: $950,982
Total Client Accounts: 324
Non-Discretionary Accounts: 324
Regulatory Filings
CRD Number: 145088
Last Filing Date: 2025-01-13 00:00:00
Website: https://lpl.com