A complete list of active advisors currently associated with David Lurch LLC
Warmer can help you find a great advisor at David Lurch LLC or one who fits your needs even better.
The firm provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and business entities, preparing individualized Investment Policy Statements and ongoing account monitoring. It offers advice across retirement, tax, college and insurance planning and charges asset-based advisory fees for its managed accounts. The firm’s investment process combines multiple analytic methods — including charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory — with documented risk-tolerance assessments in each client’s IPS. It implements a range of strategies from long-term investing to higher-risk techniques such as short sales, margin transactions and options trading, and discloses the material risks those techniques entail. What is distinctive is that the firm’s principal also operates as a registered representative of a broker-dealer and as a licensed insurance agent, relationships the brochure discloses and explains as potential conflicts that are managed and reviewed. Despite being a single-advisor practice with a small client base and about $17 million in discretionary AUM, the firm offers access to a broad set of investment types — including private placements, venture capital interests, real estate funds, precious metal ETFs and annuities — and leverages custodial and broker relationships that provide institutional research and trading resources.
To learn more about the advisors currently working at David Lurch LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ft. Lauderdale, FL
| 17
|
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