| As of Date | 06/02/2026 |
| Registration | SEC, Approved, 04/15/2016 |
| ADV Location | NEWPORT BEACH, CA, United States |
| Contact Info | (94 xxxxxxx |
| Websites |
| AUM* | 1,072,851,920 22% |
| of that, discretionary | 1,006,821,079 22% |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 459,072 27% |
| % High Net Worth | 25.27% 20% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP | Filing Date03/10/2026 | Form ADV-E View Report |
| Accounting Firm Name LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP | Filing Date09/06/2024 | Form ADV-E View Report |