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Lm Advisors Inc

Lm Advisors Inc is an inactive RIA.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$862.5M
Total Assets
439
Accounts
$2.0M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*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.

Ownership

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  •   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.

Executives and Control Persons

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Name Title Tenure Date
Tobias Gorddiinsky VP 01/01/1984
Jack Maizel Chief Compliance Officer 03/01/2006
Leonardo Simpser Chief Financial Officer 10/01/2008

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
401 B Street
San Diego , CA 92101
Phone Number: 619-814-1400

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Other: REFERRAL FEE