LIZARD INVESTORS LLC

110 North Wacker Drive
Suite 2500
Chicago, Illinois 60606
Tel: (312) 803-7311

About LIZARD INVESTORS LLC

LIZARD INVESTORS LLC, formally registered with the SEC as LIZARD INVESTORS LLC. The firm was established in 07/11/2008. They have over 1 offices throughout the country.

LIZARD INVESTORS LLC is a Chicago, Illinois based Financial Planning firm with nearly $268,004,850 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147284
SEC#	801-69277
Assets Managed by Firm	$268,004,850
No. of Clients	5
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$268,004,850

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