|Lm Advisors Inc is a RIA based in San Diego, CA with $863M in AUM.|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Maizel, Luis (75% or more)
- Executives with less than 5% share each
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Jack Maizel||Chief Compliance Officer||03/01/2006|
|Leonardo Simpser||Chief Financial Officer||10/01/2008|
No firm affiliates listed.
401 B Street
San Diego , CA 92101
Types of Compensation Arrangements
- Percentage of Assets
- Other: REFERRAL FEE