LM ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$2,877,248,160
Discretionary
$2,862,862,105
Non-discretionary
$14,386,055
Firm details
- CRD number
- 153940
- SEC file number
- 801-72170
- Main office
- SAN DIEGO, CA, United States
- Employees
- 22
- SEC status
- Approved
- Website
- HTTP://WWW.LMADVISORS.COM
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.