LFS Ria, LLC
Firm details
- Headquarters
- ,
- CRD number
- 153391
- Custodians
- CHARLES SCHWAB & CO., INC., STRATA TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.66%
- Individuals27.34%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
LFS RIA, LLC operates as an independent registered investment advisor, focusing on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. It caters primarily to individual and family clients, employing a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While LFS RIA is not an active ESG investor and does not operate as a multi-state adviser, it does engage in the selection of other advisers as part of its advisory activities.
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 Equities29%
- Public Funds/Mutual Funds29%
- Non-Exchange Traded Equities23%
- Cash & Cash Equivalents19%
Contacts
1 of 1
Clair Crossland
PresidentCRD 1052318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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