Lisch Investment Management LLC

Lisch Investment Management LLC (CRD# 127753) is a financial advisory firm headquartered in , . They manage $51,376,121 in 291 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

http://www.lisch.com

By the Numbers

Total Assets Under Management

51

MILLION
Total Number of Accounts

291

ACCOUNTS
Average Account Value

$176,550

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

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.

Howard Lisch

CRD#: 2625511

105 Greene Street Ste L5, Jersey City, NJ 07302

Howard Lisch (CRD# 2625511) is an Investment Advisor Representative working at Lisch Investment Management LLC in Jersey City, NJ and has over 28 years of experience in the finance industry.

Melissa D. Rosenfeld

CRD#: 4452351

105 Greene Street, Ste L5, Jersey City, NJ 07302

Melissa Rosenfeld (CRD# 4452351) is an Investment Advisor Representative working at Lisch Investment Management LLC in Jersey City, NJ and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals