LULA FINANCIAL

LULA FINANCIAL is an SEC-registered investment adviser (CRD 293538).

Registration

• CRD: 293538
• Type: Registered investment adviser
• Phone: 4156375087
• Latest filing: 2026-05-28
• Clients: 1

Business model

Compensation: Fixed, Subscription.

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 293538 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search