Overview
Assets Under Management: $277 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 4
Average Client Assets: $48 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.50
Average High-Net-Worth Client Assets: $48 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