Claim Profile
LL

Lee Peter Lignos

SABAL CAPITAL MANAGEMENT, LLC·SANTA MONICA, California
Unclaimed Profile
233 WILSHIRE BLVD., SANTA MONICA, CA 90401CRD# 4732621Firm CRD# 154146
01

About

Lee Peter Lignos is a registered financial advisor based in SANTA MONICA, California, affiliated with SABAL CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SABAL CAPITAL MANAGEMENT, LLC
SABAL CAPITAL MANAGEMENT, LLC
AUM
$75M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4732621
Firm CRD# 154146
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA MONICA?

Browse all registered financial advisors in SANTA MONICA, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lee Peter Lignos offer?
Lee Peter Lignos specializes in Investment Management, Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.
What are Lee Peter Lignos's credentials?
Lee Peter Lignos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Peter Lignos located?
Lee Peter Lignos is based in SANTA MONICA, California, working with SABAL CAPITAL MANAGEMENT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Lee Peter Lignos charge for services?
Lee Peter Lignos's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SABAL CAPITAL MANAGEMENT, LLC?
SABAL CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty