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LM ADVISORS LLC
750 B Street
Suite 3020
San Diego, California 92101-8192
Tel: 619-814-1400
About LM ADVISORS LLC
LM ADVISORS LLC, formally registered with the SEC as LM ADVISORS LLC. The firm was established in 04/25/2011. They have over 2 offices throughout the country.
LM ADVISORS LLC is a San Diego, California based Financial Planning firm with nearly $2,123,359,687 assets under management, offering retirement planning & investment advisory services to 977 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153940 |
| SEC# | 801-72170 |
| Assets Managed by Firm | $2,123,359,687 |
| No. of Clients | 977 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (REFERRAL FEE)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 977 | $2,123,359,687 |
| Individuals (other than high net worth individuals) | 156 | $59,983,539 |
| High net worth individuals | 254 | $1,700,942,736 |
| Pension and profit sharing plans | 5 | $10,711,594 |
| Charitable organizations | 4 | $8,903,010 |
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