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LRI Investments

Headquartered in PALM BEACH GARDENS, FL

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Firm Information

LRI Investments is a Palm Beach Gardens, FL-based financial advisor that provides advisory services for individuals and pension plans. The firm manages $1,132,278,720 in assets for 1,250 clients. LRI Investments offers portfolio management services for individuals, financial planning, pension consulting, and participates in wrap fee programs.

LRI Investments

3825 PGA BLVD

PALM BEACH GARDENS, FL 33410

$1.13B

Assets Under Management

Not reported

Total Clients

16

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

Branch Locations (9)

LRI INVESTMENTS has a total of 9 branch locations across the country.
location

West Hartford, CT

location

Chapel Hill, NC

location

Garden City, ID

location

Portland, OR

location

Branford, CT

location

Newtown, PA

location

Glastonbury, CT

location

Fort Lauderdale, FL

location

PALM BEACH GARDENS, FL

Advisors at LRI Investments

View All 16 Advisors
Unclaimed
Evan Thomas Altuzarra

RA

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Anthony Thomas Pace

CFP®, RA

PALM BEACH GARDENS, FL

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Brendan Whitmore Yester

RA

PALM BEACH GARDENS, FL

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Unclaimed
Alexander Stevens Heyniger

RA

PALM BEACH GARDENS, FL

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Unclaimed
Michael Isaac Silverberg

CFC®, RA

Branford, CT

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Unclaimed
Kenneth Scott Auman

CFP®, RA

PALM BEACH GARDENS, FL

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Unclaimed
Erik Bjorvik

RA

PALM BEACH GARDENS, FL

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Unclaimed
Stephani Kristin Chojnacki

RA

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Disclosures

There are no public disclosures for LRI Investments.

Frequently Asked Questions (6)

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