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Benjamin Reid Lodmell

CR INVESTMENT ADVISORS, LLC·BAY HARBOR ISLANDS, Florida
Unclaimed Profile
1170 KANE CONCOURSE, SUITE 400, BAY HARBOR ISLANDS, FL 33154CRD# 2722752Firm CRD# 158840
01

About

Benjamin Reid Lodmell is a registered financial advisor based in BAY HARBOR ISLANDS, Florida, affiliated with CR INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CR INVESTMENT ADVISORS, LLC
CR INVESTMENT ADVISORS, LLC
AUM
$42M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CR INVESTMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2722752
Firm CRD# 158840
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Benjamin Reid Lodmell offer?
Benjamin Reid Lodmell specializes in Investment Management, Fee-Only Advisory. Contact their office in BAY HARBOR ISLANDS, Florida for a consultation.
What are Benjamin Reid Lodmell's credentials?
Benjamin Reid Lodmell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Reid Lodmell located?
Benjamin Reid Lodmell is based in BAY HARBOR ISLANDS, Florida, working with CR INVESTMENT ADVISORS, LLC. Their office serves clients in the BAY HARBOR ISLANDS metropolitan area and surrounding communities.
How does Benjamin Reid Lodmell charge for services?
Benjamin Reid Lodmell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CR INVESTMENT ADVISORS, LLC?
CR INVESTMENT ADVISORS, LLC has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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