L
CRD: 117748
LAL Ltd.
LAS Vegas, NV
7023407613
$32.1M Total AUM
$32.1M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-1994
- Office Locations
- 1
Office Locations
-- LAS Vegas NV
About LAL Ltd.
LAL Ltd. is a LAS Vegas-based RIA. The firm has been operating for 32 years. Managing $32.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan. Services offered include Estate Planning, Insurance.
Team overview
-- AVG AGE
$32.1M AVG AUM / ADVISOR
$493.9K AVG AUM / CLIENT
29.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Crest delta
Client Personas
Summit legacy
Investment Vehicles
Eagle peak
Services
Fusion Pathway
Owner & Executives
R
ROBERT LIEBERMAN
Director, President
- CRD
- #2208743
- Ownership
- 75% or more
(700) 563-5898
unison.oak@glaciercapital.com
in linkedin.com/in/peak-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,100,400 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,100,400 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,100,400
Equity - OTC:
25.5% Equity - Exchange:
9.3% Cash:
24.3% Corporate - Investment Grade:
11.2% Municipal Bonds:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,114,370,459 | 25.5% |
| Equity - Exchange | $406,417,461 | 9.3% |
| Cash | $1,061,929,496 | 24.3% |
| Corporate - Investment Grade | $489,448,986 | 11.2% |
| Municipal Bonds | $1,297,913,828 | 29.7% |
| Total | $4,370,080,230 | 100.0% |