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| LPFG LLC
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|---|---|
| CRD # | 312978 |
| SEC # | 801-121247 |
| CIK # | 0002025964 |
| AUM | 381.3 M (2026-03-26) |
| Employees | 28 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 440-365-9100 |
| Address | 36901 American Way Avon, OH 44011 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.2 | ||
| Nvidia Corp | 5.6 | ||
| Amazon Com Inc | 2.4 | ||
| Microsoft Corp | 1.9 | ||
| Visa Inc | 1.4 | ||
| iShares Comex Gold Trust | 1.3 | ||
| Northrop Grumman Corp /DE/ | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 642 | 171.0 |
| (b) Individuals (high net worth individuals) | 100 | 210.1 |
| (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 | 1 | 0.1 |
| (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 | 1,792 | 381.3 |
| By Discretionary | ||
| Discretionary | 1,628 | 337.9 |
| Non-Discretionary | 164 | 43.3 |
| Total | 1,792 | 381.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 381.3 | |
| Total | 1,792 | 381.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002025964] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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