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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2021
- Office Locations
- 1
Office Locations
About Lupu Financial
Lupu Financial is a boutique registered investment adviser providing custom financial planning and tailored wealth management for individuals and families, with a focus on goal- and retirement-oriented strategies. Client portfolios commonly use ETFs and U.S. government/agency bonds alongside cash management. The firm works with custodians including Charles Schwab and Interactive Brokers, and offers insurance through an independent agent.
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Owner & Executives
edith lupu
Chief Executive Officer, President
- CRD
- --
- Ownership
- 50% but less than 75%
FRANK J LUPU
Advisor, Chief Compliance Officer
- CRD
- #5533937
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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