LFS Ria, LLC

RIASEC Registered
Total AUM
$13.2M
Discretionary
$8.3M
63% of AUM
Avg account
$150K
Accounts
88
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
153391
Custodians
CHARLES SCHWAB & CO., INC., STRATA TRUST CO.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI72.66%
  • Individuals27.34%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

LFS RIA, LLC operates as an independent registered investment advisor, focusing on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. It caters primarily to individual and family clients, employing a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While LFS RIA is not an active ESG investor and does not operate as a multi-state adviser, it does engage in the selection of other advisers as part of its advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 29%, Public Funds/Mutual Funds 29%, Non-Exchange Traded Equities 23%, Cash & Cash Equivalents 19%29%
  • Exchange Traded Equities29%
  • Public Funds/Mutual Funds29%
  • Non-Exchange Traded Equities23%
  • Cash & Cash Equivalents19%

Contacts

1 of 1
  • Clair Crossland

    Clair Crossland

    PresidentCRD 1052318

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth