Lrm Holdings, Inc. is a large advisory firm based in 9800 Principality Of Monaco. It manages $25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.
Lrm Holdings provides portfolio management for individuals and small businesses. 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 Lrm Holdings, Inc. is $25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lrm Holdings, Inc. 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.
Maria Helena Gabrielli Lorentzen joined the executive team most recently as the Chief Compliance Officer.
The principal office where Lrm Holdings, Inc. performs its advisory services is located at Le Millefiori, Suite 10 F, 1 Rue Des Genets, 9800 Principality Of Monaco, , 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 377-9770-3581 or by fax 377-9770-3580. The normal business hours are 7:30 a.m. to 10:00 p.m. on Monday - Friday.