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Building 2LRI INVESTMENTS

Map pinPALM BEACH GARDENS, FL
Phone561-323-2265
NotebookSEC #801-127277
Total AUM
$2.8B
Employees
35
Clients
582

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3825 PGA BLVD
SUITE 303
PALM BEACH GARDENS
FL 33410
United States
Operating Hours
8:00 - 4:30
Monday - Friday
Phone
561-323-2265
Other Offices
3

ReceiptFinancials

Total AUM
$2.8B
Accounts
1,542
Discretionary
$1.9B
Accounts
1,409
Non-Discretionary
$891M
Accounts
133

ContactClients

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Individual Clients
264
AUM
$78.9M
HNW Individual Clients
213
AUM
$1.8B
Pension/Profit Sharing Plan Clients
104
AUM
$809.2M
Government Entity Clients
1
AUM
$73.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AZCACOCTDCDEFLGAIDILKSMAMDMIMNMONCNENHNJNMNVNYOHORPARISCTNTXUTVAVTWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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