LFN ADVISORS INC.
Firm details
- Headquarters
- MUSKEGON, Michigan
- CRD number
- 169361
- Registered since
- February 15, 2019
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
LFN Advisors Inc. is an independent, SEC‑registered registered investment adviser that began registration in 2019 and is owned by an individual. The firm serves individual and family clients across multiple states and charges fees based on a percentage of assets under management along with other fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers; the firm is also identified as a capital allocator. LFN Advisors is not positioned as an ESG‑focused manager. Its business model emphasizes personalized planning and outsourced manager selection when appropriate, and it maintains industry relationships with trust and insurance companies that support its client solutions.
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
- Exchange Traded Equities41%
- US Government Bonds30%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Contacts
3 of 4ROYCE YOUNG
Investment Advisor RepresentativeCRD 6266633
MICHAEL MARKEY
Co-Founder and OwnerCRD 5299347
ERNEST ANDERSON
Investment AdvisorCRD 5622328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MUSKEGON, MI
MUSKEGON
Location
MUSKEGON, MI
Headquartered in MUSKEGON, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- MUSKEGON
- Address
- 700 Terrace Point Dr
- Time zone
- ET (UTC-5)
- Office locations
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