LPF ADVISORS, LLC

2601 Cattlemen Road
Suite 302
Sarasota, Florida 34232
Tel: (941) 907-0101

About LPF ADVISORS, LLC

LPF ADVISORS, LLC, formally registered with the SEC as LPF ADVISORS, LLC. The firm was established in 03/22/2019. They have over 5 offices throughout the country.

LPF ADVISORS, LLC is a Sarasota, Florida based Financial Planning firm with nearly $277,457,947 assets under management, offering retirement planning & investment advisory services to 735 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298068
SEC#	801-114862
Assets Managed by Firm	$277,457,947
No. of Clients	735
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES/ERISA FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	735	$277,457,947
Individuals (other than high net worth individuals)	692	$192,827,928
High net worth individuals	43	$84,630,019

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