L & B REALTY ADVISORS, LLP

RIASEC RegisteredEst. 2005
Total AUM
$219K
Discretionary
$219K
100% of AUM
Avg account
$219K
Accounts
1
Employees
70
Advisory reps
7

Firm details

Headquarters
DALLAS, Texas
CRD number
136654
Registered since
August 31, 2005
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

L & B Realty Advisors, LLP is a limited liability partnership that has been SEC-registered since 2005. The firm serves both individual and family clients as well as institutional investors, and it charges clients via a combination of a percentage-of-AUM fee and performance-based fees. Advisory services listed for the firm include portfolio management for pooled investment vehicles and for businesses or institutions, along with pension consulting. The dataset flags the firm as not an active ESG investor and not a multi-state adviser. It is classified as an owner-operated business (individual owner type). Although the profile indicates the firm is not a capital allocator, its institutional affiliations note roles as sponsor, general partner and managing member of pooled investment vehicles, which suggests involvement on both the management and sponsor side of certain funds.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • DANIEL PLUMLEE

    President, CIOCRD 4381357

  • GEORGE SMITH

    Chief Executive OfficerCRD 2583678

Contacts

3 of 5
  • ERIC SMITH

    Executive Vice PresidentCRD 6058291

  • STACIE CROWN

    Executive Vice PresidentCRD 6058184

  • Jennifer Hanson

    PartnerCRD 7358849

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
5910 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth