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LM ADVISORS LLC
SAN DIEGO, CA
619-814-1400
SEC #801-72170Total AUM
$2.9B
Employees
22Clients
585Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
750 B STREET
SUITE 3020
SAN DIEGO
CA 92101-8192
United States
SUITE 3020
SAN DIEGO
CA 92101-8192
United States
Operating Hours
8-6
Monday - Friday
Monday - Friday
Phone
619-814-1400
Other Offices
1
Financials
Total AUM
$2.9B
Accounts
1,466Discretionary
$2.9B
Accounts
1,461Non-Discretionary
$14.4M
Accounts
5
Clients
Individual Clients
245AUM
$94.3M
HNW Individual Clients
295AUM
$2.3B
Pooled Vehicle Clients
1AUM
$76.7M
Pension/Profit Sharing Plan Clients
20AUM
$27M
Charitable Organization Clients
3AUM
$9.3M
Insurance Company Clients
21AUM
$336.4M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEE
Compliance
Disclosures
None reported
State Registrations
CADEFLTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.