Overview
Assets Under Management: $731 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.38
Total Client Accounts: 4
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 306615
Last Filing Date: 2024-03-29 00:00:00
Website: https://lpinvmgt.com