Lion Capital (Americas) Inc
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Overview
Lion Capital (Americas) Inc operates as a financial advisory company headquartered in Los Angeles, California. The firm administers $885.8 million in total assets throughout one account, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). The company has a small group, including 3 financial advisors. Lion Capital (Americas) Inc is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial assets such as stocks, bonds and options.
Lion Capital (Americas) Inc administers zero of the company's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without needing client authorization. The company also manages one non-discretionary accounts with a total of $885.8 million in assets. Lion Capital (Americas) Inc's average account size is $885.8 million. The average financial advisor at Lion Capital (Americas) Inc oversees fewer than one client account, making it one of the most individualized advisor firms in the country.
The firm's headquarters is at 2355 Westwood Blvd, Los Angeles, California 90064. The firm is allowed to provide services to clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lion Capital (Americas) Inc by the Numbers
$885.8 million
5
1
$885.8 million
Fee Structure
Fees charged by financial advisors vary depending on the services offered. Fees charged by the company typically consist of non-traditional fee structures. Lion Capital (Americas) Inc does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Disclosures
Lion Capital (Americas) Inc does not have any disclosures.
Please visit its Form ADV for more details.
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