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LM ADVISORS LLC
CRD 153940 · SEC 801-72170
750 B STREET, SUITE 3020, SAN DIEGO, CA, 92101-8192, United States
Phone
619-814-1400
Fax
619-814-0555
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.88B
Discretionary AUM
$2.86B
Team
22 total employees; 8 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; REFERRAL FEE
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 245 | $94.3M |
| High net worth individuals | 295 | $2.33B |
| Pooled investment vehicles | 1 | $76.7M |
| Pension/profit sharing plans | 20 | $27.0M |
| Charitable organizations | 3 | $9.3M |
| Insurance companies | 21 | $336.4M |
States served
CA, DE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD