Overview
Assets Under Management: $18.9 billion
Headquarters: FORT MILL, SC
High-Net-Worth Clients: 6,019
Average Client Assets: $939,204
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 6,019
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.97
Average High-Net-Worth Client Assets: $939,204
Total Client Accounts: 114,002
Discretionary Accounts: 114,002
Regulatory Filings
CRD Number: 8733
Filing ID: 1957537
Last Filing Date: 2025-03-31 13:57:00
Website: https://lplfinancial.com