Lfn Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Muskegon, MI. Its latest Form ADV filing, dated March 24, 2026, reports $24M in regulatory assets under management, 4 employees, 2 offices, and 179 accounts.
Assets Under Management
$24M
Employees
4
Offices
2 offices
Total Clients
179
Primary office
MUSKEGON, MI
700 TERRACE POINT DR., SUITE 325, MUSKEGON, MI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
179
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$24Mas of March 24, 2026
Discretionary100.0%
$24M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$24M
Total Accounts179
10Y AUM Change+$24M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee45:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.