LION EQUITY INVESTMENT ADVISORS, LLC

260 N. Josephine St.
Suite 220
Denver, Colorado 80206
Tel: 303-847-4100

About LION EQUITY INVESTMENT ADVISORS, LLC

LION EQUITY INVESTMENT ADVISORS, LLC, formally registered with the SEC as LION EQUITY INVESTMENT ADVISORS, LLC. The firm was established in 07/10/2023. They have over 1 offices throughout the country.

LION EQUITY INVESTMENT ADVISORS, LLC is a Denver, Colorado based Financial Planning firm with nearly $222,060,762 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283404
SEC#	801-128308
Assets Managed by Firm	$222,060,762
No. of Clients	4
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$222,060,762

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