P & L ADVISORS, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 188514
- Website
- www.socialleverage.com
Firm profile
FINTRXOverview
P & L Advisors, LLC operates as a limited liability company and focuses on providing investment advisory services. The firm is characterized by its involvement in managing pooled investment vehicles, specifically in the venture capital space. While it does not classify itself under traditional investment categories, it engages in activities related to investment advising and sponsorship. The firm does not have a notable emphasis on ESG investing and does not operate 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
Contacts
2 of 2HOWARD LINDZON
Founder & Managing PartnerCRD 2209764
THOMAS PETERSON
Founder & Managing PartnerCRD 6038020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 8390 E Via de Ventura
- Time zone
- MT (UTC-7)
- Office locations
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