LS Investment Advisors is an investment advisor in Bloomfield Hills with $912.86 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262620361
SEC advisor number
801-69340
FINRA CRD number
146829
AUM ?
$912.86 mm
(as of 20 Oct 22)
Accounts
321
(as of 20 Oct 22)
Employees
10
(5 investment advisory or research)
Address
LS Investment Advisors
39533 WOODWARD AVE
SUITE 302
BLOOMFIELD HILLS
MI 48304
39533 WOODWARD AVE
SUITE 302
BLOOMFIELD HILLS
MI 48304
Office hours
Monday - Friday, 8:30 AM TO 4:30 PM
Phone
248.646.2650
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Shank, Mark, Andrew | Executive Committee Member/chief Investment Officer | 02/2008 | 25-50% |
Van Cleave, Jay, Edwin | Executive Committee Member/wealth Advisor | 06/2020 | 10-25% |
Hollister, Kristine, Michele | Chief Business Officer | 09/2021 | 5-10% |
Kostaroff, Daniel, Joseph | Executive Committee Member/president | 10/2021 | 10-25% |
Kayser, Joann, Lynn | Chief Compliance Officer, Owner and COO | 06/2022 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22