Overview
Assets Under Management: $418 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 71
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.25
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,178
Discretionary Accounts: 1,178
Regulatory Filings
CRD Number: 314154
Last Filing Date: 2025-01-31 00:00:00
Website: https://lpl.com