Overview
Assets Under Management: $197 million
Headquarters: DURANGO, CO
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 760
Discretionary Accounts: 760
Regulatory Filings
CRD Number: 174672
Last Filing Date: 2025-02-26 00:00:00
Website: https://lpl.com