L&S Investment Advisors, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 285002
- Registered since
- August 30, 2024
- Website
- ls.com.vc
- Custodians
- INTERACTIVE BROKERS LLC, MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Corporations / Businesses58.61%
- HNWI30.44%
- Individuals10.95%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
L&S Investment Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2024) and serves both individual/family clients and institutional clients. Its advisory scope centers on discretionary portfolio management for individuals, small businesses and for larger business or institutional accounts. Compensation takes a mix of percentage-of-assets, fixed fees and other fee arrangements. The firm does not identify as an active ESG investor, does not act as a capital allocator, and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities37%
- Investment Grade Corp Bonds31%
- US Government Bonds11%
- Cash & Cash Equivalents8%
- Non-Investment Grade Corp Bonds7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2601 S Bayshore Dr
- Time zone
- ET (UTC-5)
- Office locations
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