Investment adviser · CRD 121231
LRN ASSOCIATES LTD.
Investment adviser filing (IA)
GREAT NECK, NY, United States · Form ADV filed Jun 29, 2020
- Regulatory AUM
- $42.4M Form ADV · Item 5.F
- Client accounts
- 78 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 15 | $27,062,357 | 63.9% |
| High-net-worth individuals | 7 | $13,858,333 | 32.7% |
| Retirement plans | Fewer than 5 | $1,460,028 | 3.4% |
Filing source
Form ADV 1440316 · Jun 29, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Jun 29, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
40 CUTTERMILL ROAD, SUITE 200GREAT NECK, NY, 11021, United States
CRD 121231
Filing source
Form ADV 1440316 · Jun 29, 2020 · 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.