Assets Under Management
$1.4B
Number of Clients
422
Number of Advisors
25
Average Client AUM
$3.3M
AUM per Advisor
$56.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
LRI Investments, LLC offers financial planning and fee-based investment advisory services to individuals, high-net-worth individuals, businesses, and financial institutions. Services include financial planning (retirement, college, estate, etc.) and investment management with tailored strategies based on client goals and risk tolerance. They manage assets on a discretionary or non-discretionary basis.
3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410