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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital
- Established Date
- 09-15-2017
- Office Locations
- 1
Office Locations
About LIS INC
LIS Inc’s website presents it as a manufacturer and distributor of inductive loop detectors and vehicle detection equipment serving parking, security, gate/access control, and car wash operators. Public regulatory profile also lists LIS Inc (CRD 289168) as a retail investment adviser in Urbandale, IA, offering financial planning and portfolio construction using primarily ETFs and mutual funds, with custody at Charles Schwab.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN KEITH KLEIN
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #2128175
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,102,676 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,102,676 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,102,676
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $891,029,229 | 20.4% |
| Public Funds | $1,768,955,088 | 40.5% |
| Other | $1,026,430,730 | 23.5% |
| Cash | $681,375,293 | 15.6% |
| Total | $4,367,790,340 | 100.0% |