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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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