LONG-TERM SOLUTIONS, LLC

LTS CAPITAL ADVISORS
MILL VALLEY, California·4 registered advisors·CRD# 137611
SEC# 801-66331415-321-2950
01

Firm Overview

AUM
$147M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at LONG-TERM SOLUTIONS, LLC

4 registered advisors
Angela Faye Berry
SAN FRANCISCO, California
Anil Ganapathy Chakkera
MILL VALLEY, California
Brandon Lyon Intrater
MILL VALLEY, California
Richard Lee Intrater
MILL VALLEY, California
05

Office Locations

MILL VALLEY, California
3 advisors
SAN FRANCISCO, California
1 advisor

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Data sourced from SEC Form ADV filings. LONG-TERM SOLUTIONS, LLC (CRD# 137611) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.