LAL Ltd.
RIASEC Registered
Total AUM
$32.1M
Discretionary
$32.1M
100% of AUM
Avg account
$391K
Accounts
82
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 117748
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lal Ltd. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that consists of individuals and families, emphasizing a fee structure based on a percentage of assets under management. While Lal Ltd. does not engage in active ESG investing, it maintains a clear focus on traditional investment strategies, particularly in equities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Non-Exchange Traded Equities75%
- Exchange Traded Equities10%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1Robert Lieberman
PresidentCRD 2208743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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