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Building 2LWM ADVISORY SERVICES, LLC

Map pinPLANTATION, FL
Phone954-474-7100
NotebookSEC #801-80096
Total AUM
$1.1B
Employees
10
Clients
1,111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1250 S. PINE ISLAND ROAD
SUITE 350
PLANTATION
FL 33324
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
954-474-7100
Other Offices
2

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,987
Discretionary
$810.4M
Accounts
1,919
Non-Discretionary
$280.5M
Accounts
68

ContactClients

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Individual Clients
801
AUM
$233M
HNW Individual Clients
188
AUM
$502.4M
Pension/Profit Sharing Plan Clients
106
AUM
$301.4M
Charitable Organization Clients
4
AUM
$4M
Corporation or Business Clients
12
AUM
$50.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGALAMAMDNCNJNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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