Lonier Financial Advisory LLC

Lonier Financial Advisory LLC (CRD# 159786) is a financial advisory firm headquartered in , . They manage $9,420,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $785,000
Compensation Options
  • A percentage of assets under your management
  • 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
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

Financial Advisors at Lonier Financial Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Lonier
CRD#: 6002163
Osprey, FL
90
Wealthminder
score

Michael Lonier (CRD# 6002163) is an Investment Advisor Representative working at Lonier Financial Advisory LLC in Osprey, FL and has over 5 years of experience in the finance industry.

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