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).
Total Assets Under Management9MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$785,000
- A percentage of assets under your management
- Hourly charges
- 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 4 years of experience in the finance industry.