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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Glacier harborHarbor optima
- Established Date
- 07-13-2016
- Office Locations
- 1
Office Locations
About LL Financial Services, LLC
LL Financial Services is an independent, fee-only RIA and tax boutique based in Northern Westchester, NY with global reach. The firm integrates tax preparation and planning with comprehensive financial planning and discretionary investment management, acting as a fiduciary to create, implement, and monitor client portfolios. It serves individuals and businesses, including domestic and international entities, and is led by a father-daughter team with 45+ years' experience, CFP expertise, and a derivatives trading background.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LAWRENCE HARVEY BLAU
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #1301660
- Ownership
- 50% but less than 75%
LINDSAY LA FLEUR
Financial Advisor
- CRD
- #4900682
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,801,354 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,801,354 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,801,354
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $849,597,937 | 24.6% |
| Public Funds | $1,270,943,255 | 36.8% |
| Cash | $935,939,190 | 27.1% |
| Corporate - Investment Grade | $397,169,767 | 11.5% |
| Total | $3,453,650,149 | 100.0% |