Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > newport beach > L SQUARED CAPITAL PARTNERS
L SQUARED CAPITAL PARTNERS
3434 Via Lido
Suite 300
Newport Beach, California 92663
Tel: 949-398-0168
About L SQUARED CAPITAL PARTNERS
L SQUARED CAPITAL PARTNERS, formally registered with the SEC as L SQUARED CAPITAL PARTNERS. The firm was established in 09/11/2017. They have over 1 offices throughout the country.
L SQUARED CAPITAL PARTNERS is a Newport Beach, California based Financial Planning firm with nearly $1,404,920,408 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288509 |
| SEC# | 801-111654 |
| Assets Managed by Firm | $1,404,920,408 |
| No. of Clients | 5 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $1,404,920,408 |
| High net worth individuals | 1 | $11,457,242 |
More Retirement Planning firms in Newport Beach, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Newport Beach, California