1450 Brickell Ave.
Suite 1480
Miami, Florida 33131
Tel: 305-849-5222
LION CAPITAL ADVISORS LLC, formally registered with the SEC as LION CAPITAL ADVISORS LLC. The firm was established in 10/18/2019. They have over 1 offices throughout the country.
LION CAPITAL ADVISORS LLC is a Miami, Florida based Financial Planning firm with nearly $222,059,916 assets under management, offering retirement planning & investment advisory services to 48 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305440 |
| SEC# | 801-117427 |
| Assets Managed by Firm | $222,059,916 |
| No. of Clients | 48 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 48 | $222,059,916 |
| Individuals (other than high net worth individuals) | 2 | $204,743 |
| High net worth individuals | 14 | $12,278,817 |
| Corporations or other businesses | 17 | $143,868,694 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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