Directory of Professional Retirement Planners
National Coverage
Local Professionals
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 $735,613,415 assets under management, offering retirement planning & investment advisory services to 344 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 | $735,613,415 |
| No. of Clients | 344 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 344 | $735,613,415 |
| Individuals (other than high net worth individuals) | 48 | $31,123,064 |
| High net worth individuals | 116 | $536,406,141 |
| Pension and profit sharing plans | 5 | $37,262,433 |
| Charitable organizations | 10 | $65,098,301 |
| Other investment advisers | 1 | $4,119,737 |
| Corporations or other businesses | 8 | $36,695,464 |
More Retirement Planning firms in Bloomfield Hills, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $222,731,514,408 | 132 | 176 | |
| $18,613,469,251 | 16470 | 130 | |
| $17,421,295,183 | 82 | 64 | |
| $12,103,858,871 | 332 | 15 | |
| $11,794,814,698 | 145 | 50 |
Explore More Retirement Advisors in Bloomfield Hills, Michigan