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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-05-2006
- Office Locations
- 4
Office Locations
About L & S Advisors, INC
L&S Advisors is a Los Angeles-based investment advisory firm serving private clients, financial advisors, and institutions. It delivers relationship-based, highly responsive service with personalized financial plans and portfolios built around innovative risk management and diversification, often using ETF-based allocations. The firm offers disciplined, research-driven, GIPS-verified strategies for institutional goals.
Reported data analysis
What the numbers show
Between June 23, 2025 and June 26, 2026, reported AUM increased 10.5%, from $1.1B to $1.2B.
Across 5 reported observations, AUM increased 23.9% between November 2, 2022 and June 26, 2026, from $938.7M to $1.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 1,093 clients, or 121.4 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 4 reported office locations and 20 years in operation. The source data was last updated on June 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Helene Brenda Lippman
--
- CRD
- --
- Ownership
- 25% but less than 50%
SY RICHARD LIPPMAN
Advisor
- CRD
- #2899932
- Ownership
- 25% but less than 50%
Showing 2 of 7 owners & executives
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OFER BEN-MENAHEM
Managing Director
- CRD
- #2880185
LIN-CHUN HEATHER LIU
Director
- CRD
- #5574036
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,163,055,017 | $1,062,151 |
| Non-Discretionary | $0 | -- |
| Total | $1,163,055,017 | $1,062,151 |
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Separately Managed Accounts
SMA allocation detail is available
L & S Advisors, INC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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L & S Advisors, INC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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