LM Advisors LLC


Assets, Funds, Holdings

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LM Advisors LLC
CRD #153940
SEC #801-72170
AUM $1.6 BB (100% Disc, 22% US)
Employees10 (90% Investors, 0% Brokers)
Address750 B Street
San Diego, CA 92101-8192
Source [IAPD] [Website]
Total AUM ($MM)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other LMA Balanced Segregated Portfolio 49.3
View All
Comparable Firms State AUM ($BB)
Shufro Rose & Co LLC
NY 1.6
Legacy One Financial Advisors LLC
TX 1.6
Advisory Services & Investments LLC
OR 1.6
G W Henssler & Associates Ltd
GA 1.6
Capital Wealth Planning LLC
FL 1.6
Birch Hill Investment Advisors LLC
MA 1.6
Cape Ann Asset Management Limited
Comerica Securities Inc
MI 1.6
Standish International Management Company LLC
MA 1.5
Oak Associates Ltd
OH 1.5
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