LPM ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
ENCINO, California
CRD number
156192
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

LPM Advisors, LLC is an individually owned limited liability company that positions itself as a capital allocator and as a selector of other advisers rather than a traditional multi-product RIA offering direct retail wealth management. The firm’s stated advisory activity is "selection of other advisers," and its fee structure is categorized as "other." It does not identify as an active ESG investor, is not registered as a multistate adviser, and is not described as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • ANTHONY PEYROT

    PartnerCRD 2600603

  • BRUCE LAGNESE

    MemberCRD 5841519

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ENCINO, CA

LOS ANGELES

Location

ENCINO, CA

Headquartered in ENCINO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
16027 Ventura Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth