Overview
Assets Under Management: $277 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 43
Average Client Assets: $2 million
Frequently Asked Questions
LPF ADVISORS, 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 #298068), LPF ADVISORS, LLC is subject to fiduciary duty under federal law.
LPF ADVISORS, LLC is headquartered in SARASOTA, FL.
LPF ADVISORS, LLC serves 43 high-net-worth clients according to their SEC filing dated April 15, 2025. View client details ↓
According to their SEC Form ADV, LPF ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LPF ADVISORS, LLC manages $277 million in client assets according to their SEC filing dated April 15, 2025.
According to their SEC Form ADV, LPF ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 735
Discretionary Accounts: 731
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 298068
Filing ID: 1979467
Last Filing Date: 2025-04-15 08:41:00
Website: https://lpfadvisors.com