Lj Investment Advisors LLC is a large advisory firm based in Miami. It manages $131.94 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Florida, and New York.
Lj Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lj Investment Advisors LLC is $131.94 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lj Investment Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Jeffrey Wayne Fulk is high net worth individuals with 22 clients and $131.94 million of assets under management. Among the 8 most similar advisory firms, Lj Investment Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $131.94 million for 22 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lj Investment Advisors doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeffrey Wayne Fulk has been acting as President since 1 Apr 2017. Dilmun Cayman Holdings joined the executive team most recently as the Equity.
The principal office where Lj Investment Advisors LLC performs its advisory services is located at 1111 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 3053738033 or by fax 6316131566. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at ljpartnership.com.