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Lkl Investment Counsel LLC (Phoenix)


Lkl Investment Counsel LLC is a large advisory firm based in Phoenix. It manages $101.13 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, and Michigan.

Lkl Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lkl Investment Counsel: assets under management

The assets under management (AUM) of Lkl Investment Counsel LLC is $101.13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $101.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.08 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lkl Investment Counsel LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Phoenix

The principal office where Lkl Investment Counsel LLC performs its advisory services is located at 2415 East Camelback Road, Phoenix, AZ 85016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602-381-6985 or by fax 602-381-6989. The normal business hours are 7:00 - 6:00 on Monday - Friday.


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