Dakota
Dakota
Book a Demo
Talk to an Expert

LSA Portfolio Analytics

EST. AUM
$26,000,000

CONTACTS
1

CLIENT ACCOUNTS
20

Firm Details

Metro area Kansas City
CRD Number 150059
Website lsabeta.com
Client types

Overview

LSA is dedicated to equipping investment advisors with top-tier tools and infrastructure, enabling them to focus on their clients. The firm offers exceptional support to independent financial advisors nationwide, encompassing portfolio management, research, and customized presentation materials. LSA is committed to assisting advisors in achieving their goals through advanced analytics, technology-driven back office support, unbiased research, industry expertise, training, and high-quality investment solutions.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy