LRI INVESTMENTS, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser (CRD 323556). Regulatory assets under management: $2.8B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Hayley Ann Snell | CHIEF COMPLIANCE OFFICER | — |
| PETERSON RANDALL JAMES | MANAGING MEMBER | — |
| PACE ANTHONY THOMAS | MANAGING PARTNER | — |
| SHEPARD NANCY LYNN | MANAGING MEMBER | — |
| SNELL HAYLEY ANN | CHIEF COMPLIANCE OFFICER | — |
| SHEPARD NANCY L | MANAGING MEMBER | — |
| SNELL HAYLEY A | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| NEWTOWN | PA | 15 | 215-968-4741 |
| NEWTOWN | PA | 15 | 215-968-4741 |
| WEST HARTFORD | CT | 4 | (860) 761-9790 |
| WEST HARTFORD | CT | 4 | (860) 761-9790 |
| GLASTONBURY | CT | 2 | 8606571037 |
| GLASTONBURY | CT | 2 | 8606571037 |