Overview
Assets Under Management: $158 million
Headquarters: ST. PETERSBURG, FL
High-Net-Worth Clients: 27
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.23
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 185
Discretionary Accounts: 185
Regulatory Filings
CRD Number: 141570
Last Filing Date: 2025-02-03 00:00:00
Website: https://lofollc.com