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LANDING POINT FINANCIAL GROUP
LPFG, LLC
CRD 312978 · SEC 801-121247
36901 AMERICAN WAY, SUITE 7, AVON, OH, 44011, United States
Phone
440-365-9100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$381.3M
Discretionary AUM
$337.9M
Team
28 total employees; 7 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 642 | $171.0M |
| High net worth individuals | 100 | $210.1M |
| Charitable organizations | 1 | $122K |
States served
KY, LA, MI, MN, OH, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD