L
CRD: 321669
Lion's EYE Wealth LLC
Montrose, CO
9703439544
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-27-2022
- Office Locations
- 1
Office Locations
-- Montrose CO
About Lion's EYE Wealth LLC
Lion's EYE Wealth LLC is a Montrose-based RIA. The firm has been operating for 4 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
54 AVG AGE
$4.0M AVG AUM / ADVISOR
$333.3K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Unlock to compare peer behavior around horizon frontier.
See the complete signal summary connected to foundation.
Full visibility includes strategy notes for timber pioneer value.
Unlock to compare peer behavior around north ridge.
Unlock to compare peer behavior around harbor focus.
Unlock to compare peer behavior around horizon element.
Unlock to see real insight on beacon optima value.
Upgrade to reveal position-level detail across eagle beacon.
Asset Classes
Crest momentum Unison peak Vector glacier Radial Vector Oak value
Investment Themes
Zenith fusion Crest
Investment Vehicles
Capital
Services
Radial Capital Alpha vital Pioneer insight Eagle peak
Owner & Executives
L
Lisa A Durant
Chief Compliance Officer, Managing Member, President
- CRD
- #6998921
- Ownership
- 75% or more
(213) 647-2116
quantum.oak@alphacapital.com
in linkedin.com/in/unison-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,000,000
Equity - Exchange:
16.0% Cash:
13.7% Other:
9.7% Derivatives:
6.0% Municipal Bonds:
18.9% U.S. Government/Agency:
16.7% Corporate - Investment Grade:
19.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $89,581,114 | 16.0% |
| Cash | $76,703,829 | 13.7% |
| Other | $54,308,551 | 9.7% |
| Derivatives | $33,592,918 | 6.0% |
| Municipal Bonds | $105,817,691 | 18.9% |
| U.S. Government/Agency | $93,500,288 | 16.7% |
| Corporate - Investment Grade | $106,377,574 | 19.0% |
| Total | $559,881,965 | 100.0% |