Lri Investments

$2.78BAssets under management
as of Sep 2026 · SEC Form ADV
Palm Beach Gardens, FL
Visit website
25 people on Advicer connected to this.

Tech stack

No one at Lri Investments has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Lri Investments'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
Pershing
Per Form ADV · $924M held · filed Dec 2024