RIA Intelligence

LPFG, LLC

Legal name: LANDING POINT FINANCIAL GROUP

CRD #312978 SEC #801-121247 AVON, OH 440-365-9100
SEC Registered
Total AUM
$263.5M
Discretionary
$263.5M
Employees
28
Clients
--
Accounts
1,322

AUM Over Time

DateJul 2025
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees28
Clients0
DateApr 2025
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees28
Clients0
DateFeb 2025
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees28
Clients0
DateJul 2024
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees18
Clients0
DateMar 2024
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees18
Clients0
DateMar 2024
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees18
Clients0
DateMar 2024
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees18
Clients0
DateJan 2024
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees18
Clients0
DateJul 2023
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees11
Clients0
DateSep 2022
Total AUM$242.5M
Discretionary$187.5M
Non-Disc.$55M
Employees15
Clients5
DateMar 2022
Total AUM$242.5M
Discretionary$187.5M
Non-Disc.$55M
Employees15
Clients5
DateOct 2021
Total AUM$159.8M
Discretionary$132.2M
Non-Disc.$27.6M
Employees13
Clients0
DateSep 2021
Total AUM$159.8M
Discretionary$132.2M
Non-Disc.$27.6M
Employees13
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0