LPF ADVISORS, LLC - Financial Advisor in Florida, Sarasota

Tel: (941) 907-0101 2601 Cattlemen Road Suite 302 Sarasota, Florida 34232

About LPF ADVISORS, LLC

LPF ADVISORS, LLC is a Sarasota, Florida based financial advisory firm with nearly $277,457,947 in assets under management and provides investment advisory services for 735 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

298068

Firm SEC#:

801-114862

Assets Under Management:

$277,457,947

No. of Clients:

735

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES/ERISA FEES)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$1,111,599,268

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