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| Lazari Capital Management Inc
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|
|---|---|
| CRD # | 172932 |
| SEC # | 801-112927 |
| CIK # | |
| AUM | $398.6 MM (2023-02-15) |
| Employees | 9 (78% Investors, 44% Brokers) |
| Phone | 818-264-0610 |
| Address | 6928 Owensmouth Ave Woodland Hills, CA 91303 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 487 | 77.7 |
| (b) Individuals (high net worth individuals) | 103 | 213.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 70.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 125 | 37.0 |
| (n) Other | 0 | 0.0 |
| Total | 761 | 398.6 |
| By Discretionary | ||
| Discretionary | 697 | 295.7 |
| Non-Discretionary | 64 | 102.9 |
| Total | 761 | 398.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 398.6 | |
| Total | 761 | 398.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clear Rock Advisors LLC
✚
|
TX | 0.4 |
|
Little House Capital LLC
✚
|
MA | 0.4 |
|
Gradient Securities LLC
✚
|
MN | 0.4 |
|
Trinity Financial Advisors LLC
✚
|
OH | 0.4 |
|
5C Capital Management LLC
✚
|
NJ | 0.4 |
|
Verum Partners LLC
✚
|
NC | 0.4 |
|
Vishria Bird Financial Group LLC
✚
|
TN | 0.4 |
|
Bright Financial Advisors Inc
✚
|
MI | 0.4 |
|
Highmark Wealth Management LLC
✚
|
MN | 0.4 |
|
Cordatus Wealth Management LLC
✚
|
PA | 0.4 |