The Financial Preserve At Lonier Financial Advisory LLC

The Financial Preserve At Lonier Financial Advisory LLC (CRD# 159786) is a financial advisory firm headquartered in , . They manage $40,800,000 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.lonierfinancial.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $337,190
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at The Financial Preserve At Lonier Financial Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Lonier, financial advisor Osprey FL
Michael Lonier
CRD#: 6002163
Osprey, FL

Michael Lonier (CRD# 6002163) is an Investment Advisor Representative working at The Financial Preserve At Lonier Financial Advisory LLC in Osprey, FL and has over 12 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.

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