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LRI INVESTMENTS
3825 Pga Blvd
Suite 303
Palm Beach Gardens, Florida 33410
Tel: 561-323-2265
About LRI INVESTMENTS
LRI INVESTMENTS, formally registered with the SEC as LRI INVESTMENTS. The firm was established in 04/12/2024. They have over 4 offices throughout the country.
LRI INVESTMENTS is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $1,132,278,720 assets under management, offering retirement planning & investment advisory services to 1250 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323556 |
| SEC# | 801-127277 |
| Assets Managed by Firm | $1,132,278,720 |
| No. of Clients | 1250 |
| No. of Advisors | 37 |
Fee Structure
- A percentage of AUM
- Fixed fees
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 | 1250 | $1,132,278,720 |
| Individuals (other than high net worth individuals) | 212 | $59,877,674 |
| High net worth individuals | 165 | $1,072,401,046 |
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