Lfs Asset Management

Lfs Asset Management (CRD# 154223) is a financial advisory firm headquartered in Burlingame, CA. They manage $77,356,295 in 505 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    505
    ACCOUNTS
  • Average Account Value
    $153,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lfs Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
John O. Lau
CRD#: 2207128
577 Airport Boulevard, Suite 150, Burlingame, CA 94010
96
Wealthminder
score

John Lau (CRD# 2207128) is an Investment Advisor Representative working at Lfs Asset Management in Burlingame, CA and has over 18 years of experience in the finance industry. John Lau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Diana L. Cason
CRD#: 6163375
577 Airport Boulevard, Suite 150, Burlingame, CA 94010
87
Wealthminder
score

Diana Cason (CRD# 6163375) is an Investment Advisor Representative working at Lfs Asset Management in Burlingame, CA and has 1 year of experience in the finance industry.

3
Matthew A. Lau
CRD#: 6504414
577 Airport Boulevard, Suite 150, Burlingame, CA 94010
87
Wealthminder
score

Matthew Lau (CRD# 6504414) is an Investment Advisor Representative working at Lfs Asset Management in Burlingame, CA and has 1 year of experience in the finance industry.

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