David Lurch LLC

Overview

David Lurch LLC is an independent registered investment adviser operating as a limited liability company owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management services for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with hourly billing for certain engagements. The firm reports ties to a broker-dealer and an insurance company as industry affiliations and does not market itself as an ESG investor, multi-state adviser, pension consultant, or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives