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LSIA

LS INVESTMENT ADVISORS, LLC

CRD 146829 · SEC 801-69340

Visit website

39533 WOODWARD AVENUE, SUITE 307, BLOOMFIELD HILLS, MI, 48304-5106, United States

Phone

414-459-1759

Fax

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

TypeClientsAUM
Individuals41$24.5M
High net worth individuals131$734.5M
Pension/profit sharing plans2$17.7M
Charitable organizations8$78.7M
Insurance companies3$33.1M
Corporations/business entities8$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