LFN ADVISORS INC.

RIASEC RegisteredEst. 2019
Total AUM
$23.7M
Discretionary
$23.7M
100% of AUM
Avg account
$132K
Accounts
179
Employees
4
Advisory reps
4

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

FINTRX

Overview

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

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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

Asset composition

Asset composition: Exchange Traded Equities 41%, US Government Bonds 30%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 1%41%
  • Exchange Traded Equities41%
  • US Government Bonds30%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities1%

Contacts

3 of 4
  • ROYCE YOUNG

    Investment Advisor RepresentativeCRD 6266633

  • MICHAEL MARKEY

    Co-Founder and OwnerCRD 5299347

  • ERNEST ANDERSON

    Investment AdvisorCRD 5622328

Unlock 1 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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth