Lhf Wealth Advisory Services LLC is a mid-sized advisory firm based in New York. It manages $32.78 million of regulatory assets for 71 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.
Lhf Wealth Advisory Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lhf Wealth Advisory Services LLC is $32.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lhf Wealth Advisory Services LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Lhf Wealth Advisory Services LLC performs its advisory services is located at 529 Fifth Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (212) 808-0146 or by fax (212) 808-0073. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at lhfwas.com.