Skip to main content

LRI INVESTMENTS, LLC

Doing business as LRI INVESTMENTS. SEC Form ADV profile.

Total regulatory AUM
$2,781,193,458
Discretionary
$1,890,171,429
Non-discretionary
$891,022,029

Firm details

CRD number
323556
SEC file number
801-127277
Main office
PALM BEACH GARDENS, FL, United States
Employees
35
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.