Investment adviser · CRD 155412
LHF WEALTH ADVISORY SERVICES LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 18, 2016
- Regulatory AUM
- $32.8M Form ADV · Item 5.F
- Client accounts
- 71 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: Mar 18, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
529 FIFTH AVENUE, 9TH FLOORNEW YORK, NY, 10017, United States
CRD 155412
Filing source
Form ADV 973453 · Mar 18, 2016 · 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.