L & S Advisors, Inc
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 140923
- Registered since
- June 5, 2006
- Website
- www.lsadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI58.77%
- Individuals21.67%
- Corporations / Businesses10.63%
- Charitable Organizations8.62%
- Pension & Profit Sharing Plans0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
L & S Advisors, Inc. is an independent registered investment adviser organized as a corporation and in operation since 2006. The firm serves a mix of individual and family clients as well as institutional accounts, offering financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. Its fee schedule includes both a percentage-of-assets model and hourly billing. The firm's snapshot indicates it does not position itself as an ESG investor and is not classified as a multi-state adviser in the regulatory filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Cash & Cash Equivalents13%
- Public Funds/Mutual Funds6%
- Other4%
- Investment Grade Corp Bonds3%
Owners & executives
3 of 4
Ian Manongdo
Chief Operating OfficerCRD 5835979
Jason Scott
Chief Compliance OfficerCRD 7002566
Sy Lippman
Chief Executive OfficerCRD 2899932
Contacts
3 of 9
Leanne Sindell
Managing DirectorCRD 1252489
Craig Weston
Senior Managing DirectorCRD 1930420
Phyllis Scott
TrusteeCRD 6647410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 111Active vs passive
$196M in ETFs
75%
$147M
22%
$48.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $42.7M | 65,632 | 21.83% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11766 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Manhattan West Asset Management, LLC
RIALos Angeles, CA
Eldridge Acre Partners, LP
RIALos Angeles, CA
Forest Road Asset Management LLC
RIALos Angeles, CA
Cityview Management Services, LLC
RIALos Angeles, CA
Symbiotic Capital
RIALos Angeles, CA
Angeles Equity Partners, LLC
RIALos Angeles, CA