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Home > Retirement Planners > california > woodland hills > LAZARI CAPITAL MANAGEMENT, INC.
LAZARI CAPITAL MANAGEMENT, INC.
6928 Owensmouth Ave.
#200
Woodland Hills, California 91303
Tel: 818-264-0610
About LAZARI CAPITAL MANAGEMENT, INC.
LAZARI CAPITAL MANAGEMENT, INC, formally registered with the SEC as LAZARI CAPITAL MANAGEMENT, INC. The firm was established in 04/23/2018. They have over 3 offices throughout the country.
LAZARI CAPITAL MANAGEMENT, INC. is a Woodland Hills, California based Financial Planning firm with nearly $471,149,663 assets under management, offering retirement planning & investment advisory services to 1145 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172932 |
| SEC# | 801-112927 |
| Assets Managed by Firm | $471,149,663 |
| No. of Clients | 1145 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1145 | $471,149,663 |
| Individuals (other than high net worth individuals) | 578 | $98,420,084 |
| High net worth individuals | 93 | $245,132,614 |
| Pension and profit sharing plans | 72 | $99,749,247 |
| Corporations or other businesses | 105 | $27,847,718 |
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