LRI INVESTMENTS, LLC
Legal name: LRI INVESTMENTS
CRD #323556 SEC #801-127277 PALM BEACH GARDENS, FL 561-323-2265
SEC Registered
Total AUM
$1.4B
Discretionary
$1.1B
Employees
37
Clients
0
Accounts
1,295
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.4B | $1.1B | $271.8M | 37 | 0 |
| Aug 2025 | $1.4B | $1.1B | $271.8M | 37 | 0 |
| Mar 2025 | $1.4B | $1.1B | $271.8M | 37 | 0 |
| Feb 2025 | $1.1B | $1.1B | $0 | 37 | 0 |
| Dec 2024 | $932.9M | $932.9M | $0 | 17 | 0 |
| Nov 2024 | $932.9M | $932.9M | $0 | 17 | 0 |
| Jun 2024 | $932.9M | $932.9M | $0 | 17 | 0 |
| Jun 2024 | $932.9M | $932.9M | $0 | 17 | 0 |
| Jun 2024 | $932.9M | $932.9M | $0 | 17 | 0 |
| Jun 2024 | $932.9M | $932.9M | $0 | 17 | 0 |
| Apr 2024 | $932.9M | $932.9M | $0 | 17 | 0 |
| Jan 2024 | $0 | $0 | $0 | 17 | 0 |
| Jan 2024 | $0 | $0 | $0 | 5 | 0 |
| Dec 2023 | $0 | $0 | $0 | 5 | 0 |
| Jun 2023 | $0 | $0 | $0 | 5 | 0 |
| Jun 2023 | $0 | $0 | $0 | 5 | 0 |
| Apr 2023 | $0 | $0 | $0 | 5 | 0 |
| Mar 2023 | $0 | $0 | $0 | 5 | 0 |
| Feb 2023 | $0 | $0 | $0 | 5 | 0 |
| Jan 2023 | $0 | $0 | $0 | 5 | 0 |
| Jan 2023 | $0 | $0 | $0 | 5 | 0 |
DateNov 2025
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$271.8M
Employees37
Clients0
DateAug 2025
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$271.8M
Employees37
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$271.8M
Employees37
Clients0
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees37
Clients0
DateDec 2024
Total AUM$932.9M
Discretionary$932.9M
Non-Disc.$0
Employees17
Clients0
DateNov 2024
Total AUM$932.9M
Discretionary$932.9M
Non-Disc.$0
Employees17
Clients0
DateJun 2024
Total AUM$932.9M
Discretionary$932.9M
Non-Disc.$0
Employees17
Clients0
DateJun 2024
Total AUM$932.9M
Discretionary$932.9M
Non-Disc.$0
Employees17
Clients0
DateJun 2024
Total AUM$932.9M
Discretionary$932.9M
Non-Disc.$0
Employees17
Clients0
DateJun 2024
Total AUM$932.9M
Discretionary$932.9M
Non-Disc.$0
Employees17
Clients0
DateApr 2024
Total AUM$932.9M
Discretionary$932.9M
Non-Disc.$0
Employees17
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees17
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0