LKL Advisors
RIASEC Registered
Total AUM
$4.8M
Discretionary
$4.8M
100% of AUM
Avg account
$51K
Accounts
95
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336769
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
LKL Advisors LLC is an independent, individual-owned registered investment adviser that serves individual and family clients on a percentage-of-assets fee basis. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the publication of periodic newsletters or market commentary. The firm does not identify as an active ESG investor, does not operate as a capital allocator, and is not positioned as a multi-state or pension consultant 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 Equities86%
- Non-Exchange Traded Equities9%
- Cash & Cash Equivalents5%
Contacts
1 of 1
John Cole
FounderCRD 7004357
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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