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Building 2LAZARI CAPITAL MANAGEMENT, INC.

Map pinBURBANK, CA
Phone818-264-0610
NotebookSEC #801-112927
Total AUM
$691.1M
Employees
14
Clients
968

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3500 W. OLIVE AVE
SUITE 730
BURBANK
CA 91505
United States
Operating Hours
6AM - 6PM
Monday - Friday
Phone
818-264-0610
Other Offices
2

ReceiptFinancials

Total AUM
$691.1M
Accounts
1,599
Discretionary
$554.7M
Accounts
1,379
Non-Discretionary
$136.4M
Accounts
220

ContactClients

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Individual Clients
609
AUM
$135M
HNW Individual Clients
122
AUM
$366.9M
Pension/Profit Sharing Plan Clients
220
AUM
$171.1M
Charitable Organization Clients
2
AUM
$675K
Corporation or Business Clients
15
AUM
$17.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGANCNVNYPASCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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