LIONS FINANCIAL ADVISORY

LIONS FINANCIAL ADVISORY of NEW YORK, NY is an SEC-registered investment adviser (CRD 309032). Regulatory assets under management: $571K.

Registration

• CRD: 309032
• Type: Registered investment adviser
• Location: 45 ROCKEFELLER PLAZA, NEW YORK, NY, 10036
• Phone: 212-548-6201
• Latest filing: 2026-03-09
• Regulatory AUM: $571K
• Discretionary AUM: $571K
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, 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 309032 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search