L & S Advisors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
L & S Advisors Inc
CRD #140923
SEC #801-66849
CIK #0001392364
AUM $1.0 BB (2024-05-09)
Employees 15 (100% Investors, 0% Brokers)
Phone310-893-6060
Address11766 Wilshire Blvd
Los Angeles, CA 90025
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
110088066044022002005201120182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 31.6
MSFT 1,918,222.4 26.5
NVDA 399,550.0 22.6
AMZN 1,092,997.8 20.8
META 434,852.0 20.0
GOOGL 1,475,138.5 19.3
LLY 301,789.7 17.3
GS 102,858.9 13.3
PANW 49,011.6 12.2
LRCX 60,793.2 11.7
View All
Holdings by Sector ($MM)
100080060040020002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 735 199.0
(b) Individuals (high net worth individuals) 159 701.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 6 27.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 19 78.9
(n) Other 0 0.0
Total 1,507 1,006.9
By Discretionary
Discretionary 1,507 1,006.9
Non-Discretionary 0 0.0
Total 1,507 1,006.9
By Non-United States Persons
Non-United States Persons 26.7
United States Persons 980.2
Total 1,507 1,006.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001392364]
Comparable Firms State AUM ($BB)
Forge Financial Services LLC
OK 1.0
Strategic Benefit Consultants Inc
IN 1.0
Tanager Wealth Management LLP
1.0
Monterey Private Wealth Inc
CA 1.0
Cadinha & Co LLC
HI 1.0
New Paragon LLC
OH 1.0
Financial Symmetry Incorporated
NC 1.0
Marino Stram and Associates LLC
MA 1.0
Pettinga Financial Advisors LLC
IN 1.0
Capital Advantage Inc
CA 1.0
Terms | Privacy | Guide
tony@aum13f.com