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LRI INVESTMENTS, LLC
LRI INVESTMENTS, LLC
LRI INVESTMENTS
PALM BEACH GARDENS, Florida
·
4 registered advisors
·
CRD# 323556
SEC# 801-127277
3
561-323-2265
01
Firm Overview
AUM
$933M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LRI INVESTMENTS, LLC
4 registered advisors
Anthony Thomas Pace
PALM BEACH GARDENS, Florida
CRD# 2115209
Carl James Peterson
PALM BEACH GARDENS, Florida
CRD# 1773452
Hayley Ann Snell
PALM BEACH GARDENS, Florida
CRD# 6490886
Nancy Lynn Shepard
PALM BEACH GARDENS, Florida
CRD# 4408360
05
Office Locations
PALM BEACH GARDENS, Florida
4 advisors
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Data sourced from SEC Form ADV filings. LRI INVESTMENTS, LLC (CRD# 323556) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.