HTTP://WWW.LFSFINANCE.COM • SAN RAMON, CA • Investment Advisor How do I update this listing?
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LFS Asset Management is based out of San Ramon. LFS Asset Management is a large advisory firm with 463 clients and discretionary assets under management (AUM) of $210,400,000 (Form ADV from 2022-03-10). Their last reported 13F filing for Q2 2022 included $123,035,000 in managed 13F securities and a top 10 holdings concentration of 54.55%. LFS Asset Management's largest holding is Vanguard Short-Term Inflation-Protected Securities Index Fund with shares held of 390,325. Whalewisdom has at least 1 13F filings