Be advised. This firm is no longer registered.

Lcm Advisory Services, LLC

Lcm Advisory Services, LLC (CRD# 147980) is a financial advisory firm headquartered in Santa Ana, CA. They manage $59,171,143 in 133 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $444,896
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lcm Advisory Services, LLC
No Advisor Found.
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