LSP Advisory LLC
Firm details
- Headquarters
- Clearwater, Florida
- CRD number
- 305539
- Website
- www.lspplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
LSP Advisory LLC is a limited liability company that operates as a non-independent retail RIA serving individual and family clients. The firm is owned by an individual and charges fees on a percentage-of-AUM basis. Its advisory work centers on portfolio management for individuals and small businesses, the selection of other advisers (i.e., use of third-party managers/sub-advisers), and running educational seminars or workshops. LSP does not position itself as an ESG-focused manager.
Assets & Accounts
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
- Public Funds/Mutual Funds68%
- US Government Bonds12%
- Exchange Traded Equities9%
- Derivatives8%
- Cash & Cash Equivalents2%
Contacts
1 of 1
James Randazzo
PresidentCRD 2838444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Clearwater, FL
Pinellas
Location
Clearwater, FL
Headquartered in Clearwater, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 1901 Ulmerton Rd
- Time zone
- ET (UTC-5)
- Office locations
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