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LM Advisor

EST. AUM
$2,877,248,160

CONTACTS
12

CLIENT ACCOUNTS
1,466

Firm Details

Metro area San Diego
CRD Number 153940
Website lmadvisors.com
Client types

Overview

LM Advisors (LMA) is an independent wealth management firm founded in 1984 and headquartered in San Diego, California. The firm provides personalized investment advisory services to high-net-worth individuals and families. Its mission is to deliver objective, tailor-made investment strategies while building long-term client relationships. LMA emphasizes independence, transparency, and client advocacy in its approach.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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