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LSIA
39533 Woodward Avenue
Suite 307
Bloomfield Hills, Michigan 48304-5106
Tel: 414-459-1759
About LSIA
LSIA, formally registered with the SEC as LSIA. The firm was established in 07/11/2008. They have over 3 offices throughout the country.
LSIA is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $803,267,448 assets under management, offering retirement planning & investment advisory services to 357 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146829 |
| SEC# | 801-69340 |
| Assets Managed by Firm | $803,267,448 |
| No. of Clients | 357 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 357 | $803,267,448 |
| Individuals (other than high net worth individuals) | 49 | $29,444,066 |
| High net worth individuals | 120 | $626,094,167 |
| Pension and profit sharing plans | 2 | $13,486,323 |
| Charitable organizations | 8 | $63,861,294 |
| Other investment advisers | 1 | $3,027,206 |
| Corporations or other businesses | 9 | $41,006,349 |
More Retirement Planning firms in Bloomfield Hills, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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