Overview
Assets Under Management: $283 million
Headquarters: TIMONIUM, MD
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 648
Discretionary Accounts: 648
Regulatory Filings
CRD Number: 121278
Filing ID: 1937769
Last Filing Date: 2025-03-05 18:56:00
Website: https://lpl.com