Lpfg, LLC
● SEC registered since 2021CRD 312978SEC# 801-121247Avon, OH
Reg. AUM
$381.3M
Employees
28
Accounts
1,792
Location
Avon, OH
Lpfg, LLC assets under management
Lpfg, LLC operates as an SEC-registered investment adviser based in Avon, OH. The firm has been registered since 2021. It reports $381.3 million in regulatory assets under management and employs 28 people.
Lpfg, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joey Lee Flinner Control | Chief Executive Officer | Over 75% | 2021 |
| Kevin Min Kim | Chief Compliance Officer | Under 5% | 2025 |
| Michelle Elizabeth Zimmerman Control | Chief Operations Officer | Under 5% | 2021 |
Frequently asked questions
How much does Lpfg, LLC manage?
Lpfg, LLC reports $381.3 million in regulatory assets under management on its Form ADV.
How many employees does Lpfg, LLC have?
Lpfg, LLC reports 28 employees.
Where is Lpfg, LLC located?
Lpfg, LLC is based in Avon, OH and has been SEC-registered since 2021.
Does Lpfg, LLC disclose fund performance?
Lpfg, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 36901 American Way, Suite 7, Avon, OH 44011 |
| Phone | 440-365-9100 |
| Office hours | 8:30 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2025964 |
| Discloses disciplinary history | No |
Regulatory AUM
$381.3M▲ 45%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$381.3Mregulatory AUM
Discretionary $337.9MNon-discretionary $43.3M