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LRI Investments

Company Profile

Company profile

Website

jkj.com/our-services/financial-services/

Incorporated

Fiscal year end

SEC CIK

IRS number

884116775

SEC advisor number

801-127277

FINRA CRD number

323556

Employees

5 (4 investment advisory or research)

Office hours

Monday - Friday, 8:00 - 4:30

Ownership

Owner	Title	From	%Ownership
Pace, Anthony, Thomas	Managing Partner	09/2022	25-50%
Peterson, Carl, James	Managing Member	09/2022	25-50%
Shepard, Nancy, Lynn	Managing Member	09/2022	5-10%
Snell, Hayley, Ann	Chief Compliance Officer	09/2022	< 5%

Latest filings (excl ownership)

Annual report of proxy voting record

Latest ownership filings

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager (amended)

Quarterly holdings report by institutional manager

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