Overview
Assets Under Management: $869 million
Headquarters: RED BANK, NJ
High-Net-Worth Clients: 182
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 182
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.73
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,016
Discretionary Accounts: 519
Non-Discretionary Accounts: 1,497
Regulatory Filings
CRD Number: 121496
Filing ID: 1929315
Last Filing Date: 2025-03-29 14:57:00
Website: https://lfadvisors.com