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 SEC-registered investment adviser (registered in 2006) that provides fee-based financial planning and portfolio management to individuals, families, small businesses and institutional clients. The firm charges a blend of percentage-of-AUM fees and hourly billing. It deploys third-party managers rather than operating as a capital allocator, and its business activities explicitly include financial planning and discretionary portfolio management for both private and institutional clients. The firm is not identified as an active ESG investor.
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
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