Overview
Assets Under Management: $1.3 billion
High-Net-Worth Clients: 79
Average Client Assets: $5.2 million
Frequently Asked Questions
L2 ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172688), L2 ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
L2 ASSET MANAGEMENT, LLC serves 79 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, L2 ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. View all service details ↓
L2 ASSET MANAGEMENT, LLC manages $1.3 billion in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, L2 ASSET MANAGEMENT, LLC serves high-net-worth individuals, businesses, and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.47%
Average Client Assets: $5.2 million
Total Client Accounts: 124
Discretionary Accounts: 30
Non-Discretionary Accounts: 94
Regulatory Filings
CRD Number: 172688
Filing ID: 2067312
Last Filing Date: 2026-03-06 15:35:37