Lmfa, Inc. is a related adviser based in Boston. It manages $12.71 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.
Lmfa provides portfolio management for pooled investment vehicles. 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 Lmfa, Inc. is $12.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lmfa, 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.
Timothy Lee Nichols has been acting as President since 1 Oct 2005. Scott Blake Woosley joined the executive team most recently as the Chief Executive Officer And Director.
The principal office where Lmfa, Inc. performs its advisory services is located at 27 Beaver Place, Boston, MA 02108 3303, 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 617-742-0600 or by fax 617-742-8686. The normal business hours are 9 am - 5pm on Monday - Friday.