LKL Advisors
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 registered investment advisor organized as an LLC and owned by an individual. The firm focuses on individual and family clients and charges advisory fees as a percentage of assets under management. Core services listed on the ADV include financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor, and it is not presented as a multi-state adviser, pension consultant, or a capital allocator.
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
, null
Location
, null
Headquartered in , null.
- Office locations
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