LIONHEART STRATEGIC MANAGEMENT, LLC

605 Third Avenue
36th Floor
New York, New York 10158
Tel: 646-744-2284

About LIONHEART STRATEGIC MANAGEMENT, LLC

LIONHEART STRATEGIC MANAGEMENT, LLC, formally registered with the SEC as LIONHEART STRATEGIC MANAGEMENT, LLC. The firm was established in 10/25/2021. They have over 1 offices throughout the country.

LIONHEART STRATEGIC MANAGEMENT, LLC is a New York, New York based Financial Planning firm with nearly $501,502,980 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314990
SEC#	801-122551
Assets Managed by Firm	$501,502,980
No. of Clients	7
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
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	7	$501,502,980
Other investment advisers	6	$479,102,980

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