Lonier Financial Advisory LLC
Lonier Financial Advisory LLC (CRD# 159786) is a financial advisory firm headquartered in , . They manage $26,939,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$1,924,214
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Lonier (CRD# 6002163) is an Investment Advisor Representative working at Lonier Financial Advisory LLC in Osprey, FL and has over 6 years of experience in the finance industry.