Overview
Assets Under Management: $731 million
Frequently Asked Questions
LP INVESTMENT 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 #306615), LP INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
According to their SEC Form ADV, LP INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
LP INVESTMENT MANAGEMENT, LLC manages $731 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, LP INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
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