LSP Advisory LLC

RIASEC Registered
Total AUM
$24.8M
Discretionary
$24.8M
100% of AUM
Avg account
$92.3K
Accounts
269
Employees
1
Advisory reps
1

Firm details

Headquarters
Clearwater, Florida
CRD number
305539
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

LSP Advisory LLC is a limited liability company operating as a non-independent retail registered investment adviser owned by an individual. The firm focuses on individual and family clients and charges fees based on a percentage of assets under management. Its advisory services emphasize portfolio management for individuals and small businesses, the selection of third-party advisers, and client-facing educational seminars and workshops. LSP identifies itself as a capital allocator and does not position as an active ESG investor or a multi-state adviser.

Assets & Accounts

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: Public Funds/Mutual Funds 68%, US Government Bonds 12%, Exchange Traded Equities 9%, Derivatives 8%, Cash & Cash Equivalents 2%, Private Funds 1%68%
  • Public Funds/Mutual Funds68%
  • US Government Bonds12%
  • Exchange Traded Equities9%
  • Derivatives8%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • James Randazzo

    James Randazzo

    PresidentCRD 2838444

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Clearwater, FL

Pinellas

Location

Clearwater, FL

Headquartered in Clearwater, FL, in the South of the United States.

Region
South
County
Pinellas
Address
1901 Ulmerton Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth