LI ENTERPRISES
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 322864
- Registered since
- October 20, 2023
- Fee structure
- Other
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
LI Enterprises is an independent, sole-proprietorship RIA that registered with the SEC in 2023 and is owned by an individual. The firm advises individuals, families and small businesses, providing financial planning and portfolio management services. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator; its fee structure is listed as “Other.”
Assets & Accounts
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
Owners & executives
1 of 1Philip Li
Owner & CEOCRD 7686824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 584 Castro St
- Time zone
- PT (UTC-8)
- Office locations
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