LM ADVISORS LLC

SAN DIEGO, California·4 registered advisors·CRD# 153940
SEC# 801-721701619-814-1400
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Other: REFERRAL FEE
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at LM ADVISORS LLC

4 registered advisors
Jonathan Lesley Chatfield
SAN DIEGO, California
Leonardo Simpser
SAN DIEGO, California
Luis Maizel
SAN DIEGO, California
Yoel Bank
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
4 advisors

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Data sourced from SEC Form ADV filings. LM ADVISORS LLC (CRD# 153940) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.