6928 Owensmouth Ave.
#200
Woodland Hills, California 91303
Tel: 818-264-0610
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 172932 |
SEC# | 801-112927 |
Assets Managed by Firm | $398,591,539 |
No. of Clients | 761 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 761 | $398,591,539 |
Individuals (other than high net worth individuals) | 487 | $77,663,045 |
High net worth individuals | 103 | $213,374,051 |
Pension and profit sharing plans | 46 | $70,569,168 |
Corporations or other businesses | 125 | $36,985,275 |
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 |
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