LRI INVESTMENTS

RIASEC RegisteredEst. 2024
Total AUM
$2.8B
Discretionary
$1.9B
68% of AUM
Avg account
$1.8M
Accounts
1,542
Employees
35
Advisory reps
24

Firm details

Headquarters
PALM BEACH GARDENS, Florida
CRD number
323556
Registered since
April 12, 2024
Website
linrip.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI65.44%
  • Pension & Profit Sharing Plans29.09%
  • Individuals2.84%
  • State / Municipal Government2.63%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

LRI Investments is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both individual and family clients and institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is a mix of asset-based fees and fixed-fee arrangements. LRI reports it does not position itself as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 10%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Other 1%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents3%
  • State & Local Bonds2%
  • US Government Bonds1%

Owners & executives

1 of 1

  • HAYLEY SNELL

    Chief Compliance OfficerCRD 6490886

Contacts

3 of 23

  • EVAN ALTUZARRA

    Investment Management AssociateCRD 7743874

  • BRENDAN YESTER

    AdvisorCRD 5246722

  • NORMAN YESTER

    AdvisorCRD 4249659

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 288

Active vs passive

$640M in ETFs

Passive

36%

$229M

Active

60%

$411M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$89.8M2,310,83614.02%
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Location

Primary office

PALM BEACH GARDENS, FL

PALM BEACH

Location

PALM BEACH GARDENS, FL

Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
3825 Pga Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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