Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san diego > LM ADVISORS LLC
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 $2,013,856,436 assets under management, offering retirement planning & investment advisory services to 1084 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 153940 |
| SEC# | 801-72170 |
| Assets Managed by Firm | $2,013,856,436 |
| No. of Clients | 1084 |
| No. of Advisors | 20 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other(REFERRAL FEE)
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1084 | $2,013,856,436 |
| Individuals (other than high net worth individuals) | 166 | $58,230,714 |
| High net worth individuals | 257 | $1,786,225,077 |
| Pension and profit sharing plans | 5 | $9,483,219 |
| Charitable organizations | 4 | $6,860,698 |
More Retirement Planning firms in San Diego, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,936,601,179,276 | 18358 | 1331 | |
| $2,406,691,634,676 | 481 | 754 | |
| $2,248,547,388,863 | 2782 | 3177 | |
| $782,620,910,160 | 242041 | 1007 | |
| $322,933,193,102 | 762 | 295 |
Explore More Retirement Advisors in San Diego, California