|
⚲
|
| LPF Advisors LLC
✚
| |
|---|---|
| CRD # | 298068 |
| SEC # | 801-114862 |
| CIK # | 0001799556 |
| AUM | $232.1 MM (2024-06-27) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 941-907-0101 |
| Address | 2601 Cattlemen Road Sarasota, FL 34232 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SSB | 5,930.1 | 0.7 | |
| MMD | 501.4 | 0.5 | |
| AAPL | 2,382,844.0 | 0.5 | |
| MRNA | 56,557.4 | 0.5 | |
| CAG | 16,287.0 | 0.4 | |
| LW | 10,358.3 | 0.4 | |
| MSFT | 1,918,222.4 | 0.3 | |
| HD | 277,648.0 | 0.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 659 | 167.2 |
| (b) Individuals (high net worth individuals) | 37 | 64.9 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 696 | 232.1 |
| By Discretionary | ||
| Discretionary | 693 | 231.3 |
| Non-Discretionary | 3 | 0.7 |
| Total | 696 | 232.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.1 | |
| Total | 696 | 232.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001799556] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Portico Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Fox Financial Inc
✚
|
PA | 0.2 |
|
Pettee Investors Inc
✚
|
CT | 0.2 |
|
APS Wealth Management LLC
✚
|
NY | 0.2 |
|
Accretive Wealth Management LLC
✚
|
CA | 0.2 |
|
Security First Advisors Inc
✚
|
OR | 0.2 |
|
Leigh Baldwin & Co LLC
✚
|
NY | 0.2 |
|
Strategic Financial Partners Ltd
✚
|
OR | 0.2 |
|
Richmond Brothers Inc
✚
|
MI | 0.2 |
|
Ballentine Capital Advisors Inc
✚
|
SC | 0.2 |