Insights

Targeted Wealth Management LFS Asset Management specializes in comprehensive wealth planning for high-net-worth clients within the vibrant San Francisco Bay Area, offering personalized investment, tax, and estate strategies that can be expanded to serve affluent individuals seeking tailored financial solutions.

Technological Integration Utilizing a modern tech stack including React, MediaElement.js, and WooCommerce indicates an emphasis on digital presence and client engagement, presenting opportunities to enhance online services and client portals for improved user experience.

Market Position & Growth With a revenue range of 10 to 25 million dollars and over 25 years of industry experience, LFS Asset Management is well-positioned for growth in the competitive wealth management space, especially among smaller firms seeking boutique services with a personalized touch.

Post-Crisis Communication LFS's proactive communication during the COVID-19 pandemic, including special updates on market impacts, suggests strong client relationship management, which can be leveraged by offering complementary financial advisory services or expanded digital communication tools.

Potential for Expansion Given their focus on affluent clients and comprehensive planning approach, there are significant opportunities to introduce additional financial products and services, such as estate planning or alternative investments, to deepen client relationships and increase revenue streams.

LFS Asset Management Tech Stack

LFS Asset Management uses 6 technology products and services including WooCommerce, Twemoji, React, and more. Explore LFS Asset Management's tech stack below.

WooCommerce

E-commerce

Twemoji

Font Scripts

React

Javascript Frameworks

Flickity

Javascript Libraries

Modernizr

Javascript Libraries

MediaElement.js

Video Players

LFS Asset Management Email Formats	Example	Percentage
FLast@lfsfinance.com	JDoe@lfsfinance.com	33%
Last@lfsfinance.com	Doe@lfsfinance.com	17%
FLast@lfsfinance.com	JDoe@lfsfinance.com	33%
Last@lfsfinance.com	Doe@lfsfinance.com	17%

LFS Asset Management Email Formats

Example

Percentage

FLast@lfsfinance.com

JDoe@lfsfinance.com

33%

Last@lfsfinance.com

Doe@lfsfinance.com

17%

FLast@lfsfinance.com

JDoe@lfsfinance.com

33%

Last@lfsfinance.com

Doe@lfsfinance.com

17%

Frequently Asked Questions

Where is LFS Asset Management's headquarters located?

LFS Asset Management's main headquarters is located at 577 Airport Boulevard Suite 150 Burlingame, California 94010 United States. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is LFS Asset Management's phone number?

You can contact LFS Asset Management's main corporate office by phone at

+1-650-344-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is LFS Asset Management's official website and social media links?

LFS Asset Management's official website is lfsfinance.com and has social profiles on LinkedIn.

What is LFS Asset Management's SIC code NAICS code?

LFS Asset Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does LFS Asset Management have currently?

As of February 2026, LFS Asset Management has approximately 11 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Founder & Ceo: J. G.Founder President And Chief Executive Officer: J. L. C. C. R.Financial Literacy Director: B. C.. Explore LFS Asset Management's employee directory with LeadIQ.

What industry does LFS Asset Management belong to?

LFS Asset Management operates in the Financial Services industry.

What technology does LFS Asset Management use?

LFS Asset Management's tech stack includes WooCommerceTwemojiReactFlickityModernizrMediaElement.js.

What is LFS Asset Management's email format?

LFS Asset Management's email format typically follows the pattern of FLast@lfsfinance.com. Find more LFS Asset Management email formats with LeadIQ.

When was LFS Asset Management founded?

LFS Asset Management was founded in 1988.

LFS Asset Management

Q: What is LFS Asset Management's official website and social media links?

LFS Asset Management's official website is lfsfinance.com. LFS Asset Management has social profiles on LinkedIn.

Q: How many employees does LFS Asset Management have currently?

LFS Asset Management has approximately 11 employees.

Q: What technology does LFS Asset Management use?

LFS Asset Management's tech stack includes React, MediaElement.js, Twemoji, Flickity, Modernizr.

Financial ServicesCalifornia, United States11-50 Employees

LFS Wealth Advisors is a leading full service Wealth  Management Firm in the San Francisco Bay Area serving the Peninsula, Silicon Valley and San Francisco. Our team uses a comprehensive approach to coordinate investment strategies with tax savings and estate conservation  planning.  Our goal is to help  clients  optimize wealth accumulation and capital preservation.

For over 25 years, the professionals at LFS have specialized in helping our clients avoid costly mistakes as they plan for their future.

John Lau is the principal and President of LFS Wealth Advisors and LFS Tax Services, LLC. John is a Certified Financial Planner®, CPA and Registered Investment Advisor (RIA). John is a published author and his latest book is titled “Strategies for Successful Retirement Before, During and After”.
John has been a contributing author of financial and tax articles for the Peninsula edition of the San Francisco Examiner. He was named the “Green Beret of IRA” by IRA guru Ed Slott in his book “Parlay Your IRA Into a Family Fortune”, and was named one of the “Ten Most Trustworthy Wealth Managers in Northern California” in Spirit Magazine (2006) Southwest Airlines.

Please feel free to contact us for a complimentary consultation.

Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. LFS Wealth Advisors and Fortune Financial Services, Inc. are separate entities and are not affiliated.

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