Lri Investments
Palm Beach Gardens, FL·SEC-registered · CRD #323556
Lri Investments is an SEC-registered investment advisory firm in Palm Beach Gardens, FL managing $2.8B across 1.7k client accounts, with 31 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.8B
Client accounts
1.7k
Advisory staff
31
Fee model
Fee-based
How Lri Investments is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lri Investments
How much does Lri Investments manage?
Per its most recent SEC Form ADV filing (02/27/2026), Lri Investments reports $2.8B in regulatory assets under management across roughly 1.7k client accounts.
How does Lri Investments charge?
Lri Investments is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lri Investments a fiduciary?
Yes. Lri Investments is registered with the U.S. Securities and Exchange Commission (CRD #323556), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lri Investments taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lri Investments and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Palm Beach Gardens, FL
Profile compiled from Lri Investments's public SEC Form ADV filing (CRD #323556, filed 02/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lri Investments. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lri Investments? Claim this profile.