Overview
Assets Under Management: $263 million
Headquarters: AVON, OH
High-Net-Worth Clients: 82
Average Client Assets: $2 million
Frequently Asked Questions
LPFG, 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 #312978), LPFG, LLC is subject to fiduciary duty under federal law.
LPFG, LLC is headquartered in AVON, OH.
LPFG, LLC serves 82 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, LPFG, LLC offers financial planning and portfolio management for individuals. View all service details ↓
LPFG, LLC manages $263 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, LPFG, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.12
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,322
Discretionary Accounts: 1,322
Regulatory Filings
CRD Number: 312978
Last Filing Date: 2025-02-25 00:00:00
Website: https://dinsmorecomplianceservices.com