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LAZARI CAPITAL MANAGEMENT, INC.
CRD 172932 · SEC 801-112927
3500 W. OLIVE AVE, SUITE 730, BURBANK, CA, 91505, United States
Phone
818-264-0610
Fax
818-264-0612
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$691.1M
Discretionary AUM
$554.7M
Team
14 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 609 | $135.0M |
| High net worth individuals | 122 | $366.9M |
| Pension/profit sharing plans | 220 | $171.1M |
| Charitable organizations | 2 | $675K |
| Corporations/business entities | 15 | $17.4M |
States served
AZ, CA, CO, GA, NV, NY, NC, PA, SC, VA, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD