Lens Investments
RIAState Registered
Total AUM
$7.1M
Discretionary
$0
0% of AUM
Avg account
$7.1M
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 166901
- Registered since
- May 20, 2015
- Website
- www.lensinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Charitable Organizations100%
- Services
- Portfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lens Investments is an independently owned registered investment adviser structured as a limited liability company and registered in California. The firm is run by an individual owner and focuses on advisory work for businesses and institutions, alongside offering educational seminars and workshops. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm does not identify as an ESG investor and its regulatory footprint is limited to the state level.
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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