LFS ASSET MANAGEMENT

LFS ASSET MANAGEMENT of SAN RAMON, CA is an SEC-registered investment adviser (CRD 154223). Regulatory assets under management: $210.4M.

Registration

• CRD: 154223
• SEC file number: 801-113091
• Type: Registered investment adviser
• Location: 3223 CROW CANYON RD, SUITE 245, SAN RAMON, CA, 94583
• Phone: 925-800-7470
• Latest filing: 2022-03-10
• Regulatory AUM: $210.4M
• Discretionary AUM: $210.4M
• Clients: 7
• Accounts: 463

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 154223 on SEC IAPD (source of record)
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