Overview
Assets Under Management: $281 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 278
Average Client Assets: $837,375
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 278
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.99
Average High-Net-Worth Client Assets: $837,375
Total Client Accounts: 1,239
Discretionary Accounts: 1,239
Regulatory Filings
CRD Number: 164832
Last Filing Date: 2024-03-26 00:00:00
Website: https://lpl.com