1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LCM ADVISORY SERVICES, LLC

Map pinSANTA ANA, CA
Phone949-724-8848
NotebookSEC #801-69680
Total AUM
$58.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1811 EAST GARRY AVENUE
SANTA ANA
CA 92705
United States
Operating Hours
8:30 A.M. - 4:00 P.M.
Monday - Friday
Phone
949-724-8848

ReceiptFinancials

Total AUM
$58.6M
Accounts
142
Discretionary
$0
Accounts
0
Non-Discretionary
$58.6M
Accounts
142

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account