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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-05-2021
- Office Locations
- 1
Office Locations
About Lions Financial Advisory
Lions Financial Advisory (LFA) provides ongoing portfolio management for individual clients, creating an Investment Policy Statement based on goals, time horizon, and risk tolerance. The firm builds portfolios through tailored asset allocation and security selection with regular monitoring, and can apply model allocations while accommodating client-imposed investment restrictions. Custody is held at Charles Schwab.
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Owner & Executives
ARIEL AMIHUD TAVOR
Chief Compliance Officer, Managing Member, Wealth Management Advisor
- CRD
- #5359877
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $571,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $571,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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