P & L ADVISORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
188514

Firm profile

FINTRX

Overview

P & L Advisors, LLC operates as a limited liability company and focuses on providing investment advisory services. The firm is characterized by its involvement in managing pooled investment vehicles, specifically in the venture capital space. While it does not classify itself under traditional investment categories, it engages in activities related to investment advising and sponsorship. The firm does not have a notable emphasis on ESG investing and does not operate as a multi-state adviser.

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

Contacts

2 of 2
  • HOWARD LINDZON

    Founder & Managing PartnerCRD 2209764

  • THOMAS PETERSON

    Founder & Managing PartnerCRD 6038020

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
8390 E Via de Ventura
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth