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President and Trustee · LM Advisors LLC

Yoel Bank

CRD 6777542 · Named on Form ADV at one SEC-registered adviser

At a glance

LM Advisors LLC, an SEC-registered wealth manager based in SAN Diego, CA with $2.9 billion in regulatory assets, lists Yoel Bank on its Form ADV as President and Trustee, a control person.

Firms and roles

  • LM Advisors LLCPresident and TrusteeWealth manager · SAN Diego, CA · $2.9B in regulatory assets

AtlasMembers

Yoel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Yoel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.