L Squared Wealth Management

L Squared Wealth Management (CRD# 170468) is a financial advisory firm headquartered in San Diego, CA. They manage $17,486,733 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
302 Washington St, Suite 333, San Diego, CA 92103
https://www.l2wealth.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $336,283
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at L Squared Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence Lane, financial advisor San Diego CA
Lawrence C. Lane
CRD#: 5960293
San Diego, CA

Lawrence Lane (CRD# 5960293) is an Investment Advisor Representative working at L Squared Wealth Management in San Diego, CA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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