THE FINANCIAL PRESERVE AT LONIER FINANCIAL ADVISORY LLC

THE FINANCIAL PRESERVE AT LONIER FINANCIAL ADVISORY LLC is an SEC-registered investment adviser (CRD 159786). Regulatory assets under management: $32.6M.

Registration

• CRD: 159786
• Type: Registered investment adviser
• Phone: 201-741-9528
• Latest filing: 2026-02-16
• Regulatory AUM: $32.6M
• Discretionary AUM: $32.2M
• Non-discretionary AUM: $442K
• Clients: 1
• Accounts: 57

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159786 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search