Be advised. This firm is no longer registered.

Lamia Financial Group, Inc.

Lamia Financial Group, Inc. (CRD# 146421) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $224,021,199 in 685 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    224
    MILLION
  • Total Number of Accounts
    685
    ACCOUNTS
  • Average Account Value
    $327,038
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Lamia Financial Group, Inc.
No Advisor Found.
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