LFS Asset Management
Legal Name: LFS ASSET MANAGEMENT
Full Contact Details
LFS Asset Management
577 AIRPORT BOULEVARD, SUITE 150, BURLINGAME, CA
650-344-1700
650-558-9656
Other Info
LFS Asset Management, legally known as LFS ASSET MANAGEMENT, is a California-based Limited Liability Company with a team of 5 employees, including 3 advisors. While the number of clients served by the firm is not known, its latest reported SEC status is Approved, with a registration date of April 30, 2018.
LFS Wealth Advisors | San Francisco Bay Area
Our comprehensive wealth management approach integrates tax planning/tax reduction strategies, estate conservation planning and retirement planning with investment strategies to help achieve optimal wealth management results.
Direct Owners
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GERY JOSEPH SADZEWICZ
CHIEF COMPLIANCE OFFICER owns less than 5%
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JOHN ON-KWOK LAU
MANAGING MEMBER owns 75% or more