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LFA
1219 - 33rd Street South
St. Cloud, Minnesota 56301
Tel: 320-253-2490
About LFA
LFA, formally registered with the SEC as LFA. The firm was established in 05/14/2004. They have over 3 offices throughout the country.
LFA is a St. Cloud, Minnesota based Financial Planning firm with nearly $309,222,813 assets under management, offering retirement planning & investment advisory services to 803 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114674 |
| SEC# | 801-63115 |
| Assets Managed by Firm | $309,222,813 |
| No. of Clients | 803 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 803 | $309,222,813 |
| Individuals (other than high net worth individuals) | 384 | $71,110,079 |
| High net worth individuals | 89 | $185,879,799 |
| Pension and profit sharing plans | 5 | $18,730,151 |
| Charitable organizations | 5 | $24,956,486 |
| Corporations or other businesses | 7 | $8,546,298 |
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