Overview
Assets Under Management: $225 million
Headquarters: GLENDALE, AZ
High-Net-Worth Clients: 2
Average Client Assets: $70 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.28
Average High-Net-Worth Client Assets: $70 million
Total Client Accounts: 883
Discretionary Accounts: 883
Regulatory Filings
CRD Number: 170181
Filing ID: 1943464
Last Filing Date: 2025-03-31 08:57:00
Website: https://lpl.com