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| Happy Holidays!! thanks for using AUM13F!! |
| LSY Inc
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|---|---|
| CRD # | 38 |
| SEC # | 801-57838 |
| CIK # | |
| AUM | $578.1 M (2025-06-26) |
| Employees | 30 (100% Investors, 100% Brokers) |
| Phone | 925-866-2882 |
| Address | 12667 Alcosta Blvd, Suite 160 San Ramon, CA 94583 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 563 | 164.1 |
| (b) Individuals (high net worth individuals) | 192 | 384.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 22.5 |
| (h) Charitable organizations | 0 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 4.7 |
| (n) Other | 0 | 0.1 |
| Total | 1,530 | 578.1 |
| By Discretionary | ||
| Discretionary | 1,522 | 576.4 |
| Non-Discretionary | 8 | 1.7 |
| Total | 1,530 | 578.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 576.8 | |
| Total | 1,530 | 578.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rowling & Associates LLC
✚
|
CA | 0.6 |
|
Sarasin Asset Management Limited
✚
|
0.6 | |
|
East End Financial Group Inc
✚
|
NY | 0.6 |
|
Monument Group Wealth Advisors LLC
✚
|
MA | 0.6 |
|
EWG Elevate Inc
✚
|
CA | 0.6 |
|
Investors Research Corporation
✚
|
GA | 0.6 |
|
Wealth Care LLC
✚
|
0.6 | |
|
TLWM LLC
✚
|
TX | 0.6 |
|
Montag & Caldwell LLC
✚
|
GA | 0.6 |
|
Northeast Advisers Inc
✚
|
PA | 0.6 |