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LRI INVESTMENTS

LRI INVESTMENTS, LLC

CRD 323556 · SEC 801-127277

Visit website

3825 PGA BLVD, SUITE 303, PALM BEACH GARDENS, FL, 33410, United States

Phone

561-323-2265

Fax

561-469-6325

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.78B

Discretionary AUM

$1.89B

Team

35 total employees; 31 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals264$78.9M
High net worth individuals213$1.82B
Pension/profit sharing plans104$809.2M
State/municipal entities1$73.1M

States served

VT, AZ, CA, CO, DE, DC, GA, ID, IL, KS, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD