L.S.Y., INC

AMERICAN INVESTORS CO
SAN RAMON, California·3 registered advisors·CRD# 38
SEC# 801-5783813925-866-2882
01

Firm Overview

AUM
$617M
Regulatory assets under management
Employees
32
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at L.S.Y., INC

3 registered advisors
Clarence Yee
SAN RAMON, California
Larry Chaiya Lee
SAN RAMON, California
Nicholas Cowles Cochran
SAN RAMON, California
05

Office Locations

SAN RAMON, California
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. L.S.Y., INC (CRD# 38) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.