Falists
← Back to search

LIONS FINANCIAL ADVISORY

CRD 309032

Visit website

45 ROCKEFELLER PLAZA, 20TH FLOOR, NEW YORK, NY, 10036, United States

Phone

212-548-6201

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$571K

Discretionary AUM

$571K

Team

1 total employees; 1 advisory reps; 20 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals10$237K
High net worth individuals4$334K

All web addresses on file

Official SEC filing: View on IAPD