CRD: 116243
L&l Financial Services, LLP
Mobile, AL, 36606
2514763600
$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
7 Employees
53 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-22-1999
- Office Locations
- 1
Office Locations
316 BEL AIR Blvd. Mobile AL
About L&l Financial Services, LLP
L&l Financial Services, LLP is a Mobile-based RIA. The firm has been operating for 26 years. Managing $9.5M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$179.2K AVG AUM / CLIENT
16 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
26yrs Firm Age
Insights
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Client Personas
Vertex
Investment Themes
Alpha Value bridge
Investment Vehicles
Wave pioneer
Services
Peak matrix Matrix bridge Wave crest Optima harbor Alpha
Owner & Executives
C
CALVIN CHATFIELD NETTLES
Advisor, Chief Compliance Officer
- CRD
- #2810363
- Ownership
- 25% but less than 50%
(975) 931-8031
peak.delta@eaglecapital.com
in linkedin.com/in/glacier-matrix
Showing 1 of 1 owners & executives
Unlock allContacts
J
JACOB DAVID BAKER
Chief Financial Officer
- CRD
- #6780171
(855) 476-9849
beacon.crest@oakcapital.com
in linkedin.com/in/element-alpha
GEORGE VESTAL DAVIS
Founder, President
- CRD
- #4486455
(762) 715-9400
optima.eagle@harborcapital.com
in linkedin.com/in/catalyst-harbor
F
Frontier zenith
North prime momentum
- CRD
- #30734
(447) 614-5678
crest.unison@foundationcapital.com
in linkedin.com/in/wave-summit
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,500,000
Public Funds:
36.7% Corporate - Investment Grade:
34.7% Equity - Exchange:
18.2% Municipal Bonds:
10.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,676,685,550 | 36.7% |
| Corporate - Investment Grade | $2,530,817,128 | 34.7% |
| Equity - Exchange | $1,327,402,643 | 18.2% |
| Municipal Bonds | $758,515,797 | 10.4% |
| Total | $7,293,421,118 | 100.0% |