LPL ENTERPRISE, LLC

Latest filing: Sep 20, 2024 (40 days ago)

AUM

$0
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

64
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

FORT MILL, SC
1055 LPL WAY, FORT MILL, SC, UNITED STATES, 29715

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

No control persons found

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $0.0 $0.0 0% 64 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
SC, AK-08/28/2024, AL-08/07/2024, AR-08/07/2024, AZ-08/07/2024, CA-08/07/2024, CO-08/07/2024, CT-08/07/2024, DC-08/07/2024, DE-08/07/2024, FL-08/07/2024, GA-08/07/2024, HI-08/28/2024, IA-08/07/2024, ID-08/07/2024, IL-08/07/2024, IN-08/07/2024, KS-08/07/2024, KY-08/07/2024, LA-08/07/2024, MA-08/07/2024, MD-08/07/2024, ME-08/07/2024, MI-08/07/2024, MN-08/07/2024, MO-08/07/2024, MS-08/07/2024, MT-08/07/2024, NC-08/07/2024, ND-08/07/2024, NE-08/07/2024, NH-08/07/2024, NJ-08/07/2024, NM-08/07/2024, NV-08/07/2024, NY-08/07/2024, OH-08/07/2024, OK-08/07/2024, OR-08/07/2024, PA-08/07/2024, PR-08/07/2024, RI-08/07/2024, SC-08/07/2024, SD-08/07/2024, TN-08/07/2024, TX-08/07/2024, UT-08/07/2024, VA-08/07/2024, VI-08/07/2024, VT-08/07/2024, WA-08/07/2024, WI-08/07/2024, WV-08/07/2024, WY-08/07/2024
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES
BROKER DEALER

ADVDB.CO • SOURCE: SEC FORM ADV