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LM ADVISORS LLC
Tel: 619-814-1400
750 B Street Suite 3020
San Diego, California 92101-8192
LM ADVISORS LLC
LM ADVISORS LLC is a San Diego, California based financial advisory firm with nearly $2,123,359,687 in assets under management and provides investment advisory services for 977 clients. There are currently 21 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Fixed fees, Other (REFERRAL FE
Firm CRD#:
153940
SEC#:
801-72170
No. of Clients:
977
Assets under Management
$2,123,359,687
No. of Advisors:
21
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