L
$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-25-2010
- Office Locations
- 1
Office Locations
-- Zephyr Cove NV
About LA Loma Capital
LA Loma Capital is a Zephyr Cove-based RIA. The firm has been operating for 16 years. Managing $1.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
46 AVG AGE
$1.9M AVG AUM / ADVISOR
$948.9K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ALEXANDER LEE HENDERSON
Founder, President
- CRD
- #5738748
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,897,734 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,897,734 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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