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LSIA
LS INVESTMENT ADVISORS, LLC
CRD 146829 · SEC 801-69340
39533 WOODWARD AVENUE, SUITE 307, BLOOMFIELD HILLS, MI, 48304-5106, United States
Phone
414-459-1759
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$932.1M
Discretionary AUM
$932.1M
Team
10 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $24.5M |
| High net worth individuals | 131 | $734.5M |
| Pension/profit sharing plans | 2 | $17.7M |
| Charitable organizations | 8 | $78.7M |
| Insurance companies | 3 | $33.1M |
| Corporations/business entities | 8 | $43.6M |
States served
CA, LA, MD, MA, MI, NY, NC, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD