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LAZARI CAPITAL MANAGEMENT, INC.

6928 Owensmouth Ave.
#200
Woodland Hills, California 91303
Tel: 818-264-0610

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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 2 offices throughout the country.

LAZARI CAPITAL MANAGEMENT, INC. is a Woodland Hills, California based Financial Planning firm with nearly $398,591,539 assets under management, offering retirement planning & investment advisory services to 761 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#172932
SEC#801-112927
Assets Managed by Firm$398,591,539
No. of Clients761
No. of Advisors9

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total761$398,591,539
Individuals (other than high net worth individuals)487$77,663,045
High net worth individuals103$213,374,051
Pension and profit sharing plans46$70,569,168
Corporations or other businesses125$36,985,275

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