LOURD CAPITAL, LLC

LOURDMURRAY

BEVERLY HILLS, California·4 registered advisors·CRD# 140305

SEC# 801-668031800-780-9858

01

Firm Overview

AUM

$3.6B

Regulatory assets under management

Employees

23

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at LOURD CAPITAL, LLC

4 registered advisors

B. Blaine Lourd

BEVERLY HILLS, California

Jill Rebecca Young

BEVERLY HILLS, California

Michael Jihyuk Lee

BEVERLY HILLS, California

Palmer Neville Murray

BEVERLY HILLS, California

05

Office Locations

BEVERLY HILLS, California

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Data sourced from SEC Form ADV filings. LOURD CAPITAL, LLC (CRD# 140305) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.