Updated:
LRL Financial Planning Services, Inc.
LRL Financial Planning Services, Inc. is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Overview
LRL Financial Planning Services, Inc. is a state-registered investment adviser. It has one employee and one investment adviser.
General information
Firm type
RIA
Location
Region
North America
Sector focus
Frequently asked questions
What services does LRL Financial Planning Services offer?
The firm provides financial planning and wealth management services, including retirement planning, portfolio management, and ongoing advisory. It operates as a registered investment adviser under the SEC. No alternative investment or direct deal activity has been publicly documented.
Does the firm manage separate accounts or pooled funds?
There is no public evidence that LRL manages pooled investment vehicles. The most common structure for an RIA of this type is separate account management with discretionary asset allocation. However, the firm has not disclosed its investment product mix.
What is the firm's regulatory status?
LRL Financial Planning Services (SEC) as an investment adviser. This registration requires the firm to act as a fiduciary and file Form ADV disclosures annually. The firm's ADV filing is available through the SEC's Investment Adviser Public Disclosure (IAPD) database.
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