Lazari Capital Management, Inc.

Lazari Capital Management, Inc. (CRD# 172932) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $471,149,663 in 1,145 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    471
    MILLION
  • Total Number of Accounts
    1,145
    ACCOUNTS
  • Average Account Value
    $411,484
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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.

AZ, CA, CO, FL, GA, NC, NV, NY, OH, PA, SC, TX, VA, WA, WV

Financial Advisors at Lazari Capital Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Michael L. Karapetian
CRD#: 2904615
6928 Owensmouth Ave., #200, Woodland Hills, CA 91303

Michael Karapetian (CRD# 2904615) is an Investment Advisor Representative working at Lazari Capital Management, Inc. in Woodland Hills, CA and has over 26 years of experience in the finance industry.

2
James R. Koller
CRD#: 5978455
300 W. Glenoaks Blvd, Suite 202, Glendale, CA 91202

James Koller (CRD# 5978455) is an Investment Advisor Representative working at Lazari Capital Management, Inc. in Glendale, CA and has over 10 years of experience in the finance industry.

3
Edward K. Levi
CRD#: 862732
6928 Owensmouth Ave., #200, Woodland Hills, CA 91303

Edward Levi (CRD# 862732) is an Investment Advisor Representative working at Lazari Capital Management, Inc. in Woodland Hills, CA and has over 33 years of experience in the finance industry.

4
Richard W. Plamondon
CRD#: 2004419
6928 Owensmouth Ave., #200, Woodland Hills, CA 91303

Richard Plamondon (CRD# 2004419) is an Investment Advisor Representative working at Lazari Capital Management, Inc. in Woodland Hills, CA and has over 34 years of experience in the finance industry.

5
Rajiv Shah
CRD#: 3162156
6928 Owensmouth Ave., #200, Woodland Hills, CA 91303

Rajiv Shah (CRD# 3162156) is an Investment Advisor Representative working at Lazari Capital Management, Inc. in Woodland Hills, CA and has over 23 years of experience in the finance industry.

6
Gil O. Aikins
CRD#: 5157274
Easton, CT

Gil Aikins (CRD# 5157274) is an Investment Advisor Representative working at Lazari Capital Management, Inc. in Easton, CT and has over 17 years of experience in the finance industry.

7
Robert W. Hall
CRD#: 2826153
6928 Owensmouth Ave., #200, Woodland Hills, CA 91303

Robert Hall (CRD# 2826153) is an Investment Advisor Representative working at Lazari Capital Management, Inc. in Woodland Hills, CA and has over 27 years of experience in the finance industry.

8
Kirk S. Mekerdichian
CRD#: 7222019
6928 Owensmouth Ave., #200, Woodland Hills, CA 91303

Kirk Mekerdichian (CRD# 7222019) is an Investment Advisor Representative working at Lazari Capital Management, Inc. in Woodland Hills, CA and has over 4 years of experience in the finance industry.

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