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Brandon Lyon Intrater

LONG-TERM SOLUTIONS, LLC·MILL VALLEY, California
Unclaimed Profile
104 TIBURON BOULEVARD, MILL VALLEY, CA 94941CRD# 5633812Firm CRD# 137611
01

About

Brandon Lyon Intrater is a registered financial advisor based in MILL VALLEY, California, affiliated with LONG-TERM SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
LONG-TERM SOLUTIONS, LLC
LTS CAPITAL ADVISORS
AUM
$147M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LONG-TERM SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5633812
Firm CRD# 137611
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brandon Lyon Intrater offer?
Brandon Lyon Intrater specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MILL VALLEY, California for a consultation.
What are Brandon Lyon Intrater's credentials?
Brandon Lyon Intrater is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Lyon Intrater located?
Brandon Lyon Intrater is based in MILL VALLEY, California, working with LONG-TERM SOLUTIONS, LLC. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.
How does Brandon Lyon Intrater charge for services?
Brandon Lyon Intrater's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONG-TERM SOLUTIONS, LLC?
LONG-TERM SOLUTIONS, LLC has approximately 6 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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