Lisch Investment Management LLC

Lisch Investment Management LLC (CRD# 127753) is a financial advisory firm headquartered in , . They manage $23,102,234 in 209 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $110,537
Compensation Options
  • A percentage of assets under your management
  • 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)
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.

FL, NJ, NY

Financial Advisors at Lisch Investment Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Melissa D. Rosenfeld
CRD#: 4452351
105 Greene Street, Ste L5, Jersey City, NJ 07302
93
Wealthminder
score

Melissa Rosenfeld (CRD# 4452351) is an Investment Advisor Representative working at Lisch Investment Management LLC in Jersey City, NJ and has over 15 years of experience in the finance industry.

2
Howard (. Lisch
CRD#: 2625511
105 Greene Street Ste L5, Jersey City, NJ 07302
83
Wealthminder
score

Howard Lisch (CRD# 2625511) is an Investment Advisor Representative working at Lisch Investment Management LLC in Jersey City, NJ and has over 21 years of experience in the finance industry.

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