Lazari Capital Management, Inc.

$691.1MAssets under management
as of May 2026 · SEC Form ADV
Burbank, CA
Visit website
11 people on Advicer connected to this.

Tech stack

No one at Lazari Capital Management, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Lazari Capital Management, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
John Hancock Retirement Services
Per Form ADV · $71M held · filed Nov 2024
Schwab
Per Form ADV · filed Nov 2024