Investment adviser · CRD 147980

LCM ADVISORY SERVICES, LLC

Investment adviser filing (IA)

SANTA ANA, CA, United States · Form ADV filed May 24, 2012

Regulatory AUM
$58.6M
Form ADV · Item 5.F
Client accounts
142
Accounts, not individual clients
Advisory professionals
0
Investment advisory functions

Not available in this filing: Employees.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 24, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1811 EAST GARRY AVENUE
SANTA ANA, CA, 92705, United States

CRD 147980

Filing source

Form ADV 649201 · May 24, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.