Lm Advisors LLC
Lm Advisors LLC (CRD# 153940) is a financial advisory firm headquartered in San Diego, CA. They manage $2,123,359,687 in 977 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management2,123MILLION
-
Total Number of Accounts977ACCOUNTS
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Average Account Value$2,173,347
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IL, TX
Financial Advisors at Lm Advisors LLC
No Advisor Found.
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