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Lfn Advisors Inc.

● SEC registered since 2019CRD 169361SEC# 801-114705Muskegon, MI
Export (members)
Reg. AUM
$23.7M
Employees
4
Accounts
179
Location
Muskegon, MI

Lfn Advisors Inc. assets under management

Lfn Advisors Inc. is an investment advisory firm registered with the SEC based in Muskegon, MI. The firm has been registered since 2019. It reports $23.7 million in regulatory assets under management and employs 4 people.

Lfn Advisors Inc. owners & executives

1 reported
NameTitleOwnershipSince
Michael J Markey ControlChief Compliance Officer/Managing MemberOver 75%2013

Frequently asked questions

How much does Lfn Advisors Inc. manage?

Lfn Advisors Inc. reports $23.7 million in regulatory assets under management on its Form ADV.

How many employees does Lfn Advisors Inc. have?

Lfn Advisors Inc. reports 4 employees.

Where is Lfn Advisors Inc. located?

Lfn Advisors Inc. is based in Muskegon, MI and has been SEC-registered since 2019.

Does Lfn Advisors Inc. disclose fund performance?

Lfn Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address700 Terrace Point Dr., Suite 325, Muskegon, MI 49440
Phone616-589-4004
Fax888-900-9135
Office hours9-5
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$23.7M▲ 51%
Mar '25 — $15.7MApr '25 — $15.7MMay '25 — $15.7MJun '25 — $15.7MJul '25 — $15.7MAug '25 — $15.7MSep '25 — $15.7MOct '25 — $15.7MNov '25 — $15.7MDec '25 — $15.7MJan '26 — $15.7MFeb '26 — $15.7MMar '26 — $23.7MApr '26 — $23.7MMay '26 — $23.7MJun '26 — $23.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$23.7Mregulatory AUM
Discretionary $23.7M