Lm Advisors, LLC

California
Registered In
06/24/2010
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Lm Advisors, LLC at 750 B ST STE 3020, San Diego, Ca 92101 lists Leonardo Simpser and Luis Maizel of San Diego, CA as the associates.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
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People

Gabriela Boone Individual Agent
750 B ST STE 3020, SAN DIEGO, CA 92101
Leonardo Simpser Manager
750 B ST STE 3020, SAN DIEGO, CA 92101
Luis Maizel Manager
750 B ST STE 3020, SAN DIEGO, CA 92101
Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history

Map & Locations

750 B ST STE 3020, SAN DIEGO, CA 92101 View Map
750 B ST SUITE 3020 STE 3020, SAN DIEGO, CA 92101 (Mailing) View Map

Financials

Financial Information for Lm Advisors, LLC

Form 5500

LM ADVISORS LLC

750 B Street, Suite 3020, San Diego, Ca 92101 (619) 814-1400 EIN:27-2442659 Plan Admin:Luis Maizel
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameLM ADVISORS, LLC 401K SAVINGS PLAN Plan #001 Participants BOY/EOY23 / 23 Assets BOY/EOY$5,833,123 / $4,193,704 2022 LM ADVISORS, LLC 401K SAVINGS PLAN - Plan #001 23 / 23 $5,833,123 / $4,193,704
2021 Plan NameLM ADVISORS, LLC 401K SAVINGS PLAN Plan #001 Participants BOY/EOY23 / 23 Assets BOY/EOY$4,107,973 / $5,833,123 2021 LM ADVISORS, LLC 401K SAVINGS PLAN - Plan #001 23 / 23 $4,107,973 / $5,833,123
2020 Plan NameLM ADVISORS, LLC 401K SAVINGS PLAN Plan #001 Participants BOY/EOY23 / 23 Assets BOY/EOY$3,205,582 / $4,107,973 2020 LM ADVISORS, LLC 401K SAVINGS PLAN - Plan #001 23 / 23 $3,205,582 / $4,107,973
2019 Plan NameLM ADVISORS, LLC 401K SAVINGS PLAN Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$2,468,647 / $3,205,582 2019 LM ADVISORS, LLC 401K SAVINGS PLAN - Plan #001 22 / 23 $2,468,647 / $3,205,582
Benefit & Retirement Plans based on Form 5500.
PPP Loans

LM ADVISORS, LLC

750 B ST STE 3020, San Diego, Ca 92101-8192
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$208,300 Forgiven$209,467 LenderWestern Alliance Bank Jobs12 04/15/2020 $208,300 $209,467 Western Alliance Bank 12
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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