LPR CAPITAL, INC.
Firm details
- Headquarters
- PASADENA, California
- CRD number
- 111580
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.99%
- Individuals26.25%
- Charitable Organizations2.76%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lpr Capital, Inc. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a diverse client base, including both individual and family clients as well as institutional investors. Lpr Capital employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. The firm does not engage in active ESG investing and is not classified as a multi-state adviser.
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 Equities80%
- Cash & Cash Equivalents19%
- State & Local Bonds1%
Contacts
1 of 1WILLIAM ROYEA
DirectorCRD 5025461
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PASADENA, CA
LOS ANGELES
Location
PASADENA, CA
Headquartered in PASADENA, 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
- 180 S Lake Ave
- Time zone
- PT (UTC-8)
- Office locations
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