LSP Advisory LLC

RIASEC Registered
Total AUM
$24.8M
Discretionary
$24.8M
100% of AUM
Avg account
$92.3K
Accounts
269
Employees
1
Advisory reps
1

Firm details

Headquarters
Clearwater, Florida
CRD number
305539
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

FINTRX

Overview

LSP Advisory LLC is a small, privately owned limited liability company that serves individual and family clients on a fee‑based (percentage of AUM) basis. The firm lists portfolio management for individuals and small businesses, selection of other advisers, and educational seminars/workshops among its advisory activities. It identifies as a capital allocator and reports it does not position itself as an active ESG investor or a multi‑state adviser. The year of SEC registration is not provided in the available profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 68%, US Government Bonds 12%, Exchange Traded Equities 9%, Derivatives 8%, Cash & Cash Equivalents 2%, Private Funds 1%68%
  • Public Funds/Mutual Funds68%
  • US Government Bonds12%
  • Exchange Traded Equities9%
  • Derivatives8%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • James Randazzo

    James Randazzo

    PresidentCRD 2838444

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth