CRD: 159786
THE Financial Preserve AT Lonier Financial Advisory LLC
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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-12-2012
- Office Locations
- 1
Office Locations
About THE Financial Preserve AT Lonier Financial Advisory LLC
The Financial Preserve at Lonier Financial Advisory is a boutique, founder-led RIA in Osprey, FL, providing financial planning and discretionary portfolio management for retail clients. Portfolios skew toward ETFs and high-quality fixed income (U.S. government and investment-grade corporates) with some cash and muni exposure. Primarily custodying at Vanguard; single-advisor practice led by CEO/financial planner Michael Lonier.
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Owner & Executives
MICHAEL LONIER
Chief Executive Officer, Financial Planner
- CRD
- #6002163
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,155,000 | -- |
| Non-Discretionary | $442,000 | -- |
| Total | $32,597,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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