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L2 Asset Management, LLC

Headquartered in WAYLAND, MA

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Firm Information

L2 Asset Management, LLC is an investment advisor with approximately $473.26 million in regulatory assets under management. The firm offers portfolio management services to individuals, investment companies, and pooled investment vehicles. They also provide portfolio management for separately managed accounts. L2 Asset Management has 1 investment adviser representative and 4 investment advisory functions. They have 20 total client accounts, all of which are discretionary.

L2 Asset Management, LLC

$473.26M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio management for separately managed account

Portfolio management for separately managed account

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

L2 ASSET MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

Grand Rapids, MI

location

WAYLAND, MA

Advisors at L2 Asset Management, LLC

View All 1 Advisors
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Matthew Justin Malgari

RA

Wayland, MA

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Leigh Allison Mast

CFP®, RA

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Disclosures

There are no public disclosures for L2 Asset Management, LLC.

Frequently Asked Questions (11)

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