Lsia
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 146829
- Registered since
- July 11, 2008
- Website
- my-lsia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.8%
- Charitable Organizations8.44%
- Corporations / Businesses4.68%
- Insurance Companies3.56%
- Individuals2.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lsia is an independent registered investment adviser organized as a limited liability company and registered with the SEC since 2008. Ownership is listed as individual, and the firm charges clients on a percentage-of-assets-under-management basis. Its client base combines high-net-worth individuals and families with institutional relationships. Advisory capabilities recorded in filings include comprehensive financial planning and portfolio management for individuals, small businesses, and institutional entities. Filings indicate a clear preference for equity investments and the firm does not identify 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 Equities66%
- Public Funds/Mutual Funds14%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
Owners & executives
1 of 1
Joann Kayser
Chief Operations Officer and Chief Compliance OfficerCRD 5124952
Contacts
3 of 5
Mark Shank
OwnerCRD 1088345
Daniel Kostaroff
Owner, PresidentCRD 5321128
Kristine Hollister
OwnerCRD 4904863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$126M in ETFs
78%
$97.4M
13%
$28.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND (VYMI) | Vanguard | Passive | Foreign Large Value | $36.4M | 370,210 | 28.96% |
Location
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 39533 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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