LM FINANCIAL PARTNERS, INC.
Total AUM
$46.2M
Employees
151Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 LIGHT STREET
BALTIMORE
MD 21202
USA
BALTIMORE
MD 21202
USA
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
800-955-4060
Financials
Total AUM
$46.2M
Accounts
126Discretionary
$46.2M
Accounts
126Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUM
Other Compensation
APPLICANT RECEIVES REFERRAL FEES FROM AFFILIATE
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.