Lsia
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 146829
- Registered since
- July 11, 2008
- Website
- my-lsia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.8%
- Charitable Organizations8.44%
- Corporations / Businesses4.68%
- Insurance Companies3.56%
- Individuals2.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lsia is an independent registered investment adviser organized as an LLC and registered with the SEC in 2008. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its core advisory activities are financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Public filings indicate the firm does not position itself as an active ESG investor and is not designated 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 Equities66%
- Public Funds/Mutual Funds14%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
Owners & executives
1 of 1
Joann Kayser
Chief Operations Officer and Chief Compliance OfficerCRD 5124952
Contacts
3 of 5
Daniel Kostaroff
Owner, PresidentCRD 5321128
Brian Shank
Operations SpecialistCRD 6866884
Mark Shank
OwnerCRD 1088345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$133M in ETFs
77%
$102M
14%
$30.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND (VYMI) | Vanguard | Passive | Foreign Large Value | $38.7M | 382,683 | 29.20% |
Location
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 39533 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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