L&L FINANCIAL SERVICES, LLP

Overview

L&L Financial Services, LLP is a small, fee-based wealth manager organized as a limited liability partnership that works primarily with individual and family clients. The firm combines portfolio management for individuals and small businesses with insurance brokerage services; it also performs selection-of-other-advisers work and functions as a capital allocator when appropriate. Compensation is taken as a percentage of assets under management. The adviser reports a narrow operating footprint—it's not registered as a multi-state adviser and does not identify as an active ESG investor. Its industry affiliations include relationships with accounting and pension consulting professionals, and its service mix emphasizes retirement planning and insurance-linked solutions such as annuities alongside traditional portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives