Insights

Wealth Tech Hybrid wealth management firm with a focus on coordinated investment, tax savings, and estate planning, indicating potential for cross-sell of tax services, financial planning software, and integration platforms for a more holistic client experience.

SF Bay Reach Established presence in the San Francisco Bay Area with 11-50 employees suggests opportunities to win local advisory mandates and expand service offerings to high-net-worth clients in Peninsula, Silicon Valley, and San Francisco.

Leadership Cred John Lau’s credentials (CFP, CPA, RIA) and thought leadership imply credibility and referral potential; leverage co-branding, speaking engagements, and joint marketing to attract affluent clientele and connectors.

Tech Stack Usage of modern web and engagement tools (WooCommerce, React, Flickity, etc.) indicates openness to digital onboarding, client portal enhancements, and data-driven marketing collaborations with fintech partners.

Growth Signals Revenue in the mid‑tens of millions and recent communications around market updates (Coronavirus note) show active client engagement; identify opportunities for advisory expansion, discretionary mandates, and retirement planning services to deepen wallet share.

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

Modernizr

Javascript Libraries

Flickity

Javascript Libraries

MediaElement.js

Video Players

LFS Asset Management Email Formats	Example	Percentage
FLast@lfsfinance.com	JDoe@lfsfinance.com	67%
Last@lfsfinance.com	Doe@lfsfinance.com	33%

LFS Asset Management Email Formats

Example

Percentage

FLast@lfsfinance.com

JDoe@lfsfinance.com

67%

Last@lfsfinance.com

Doe@lfsfinance.com

33%

Frequently Asked Questions

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.

How much revenue does LFS Asset Management generate?

As of July 2026, LFS Asset Management's annual revenue is estimated to be $10M - $25M.

What is LFS Asset Management's NAICS code?

LFS Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does LFS Asset Management have currently?

As of July 2026, LFS Asset Management has approximately 11 employees across 4 continents, including North AmericaAfricaAsia. Key team members include Financial Literacy Director: B. C.Accountant: H. L.. 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 WooCommerceTwemojiReactModernizrFlickityMediaElement.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 WooCommerce, React, MediaElement.js, Modernizr, Flickity.

Q: What is LFS Asset Management's NAICS code?

LFS Asset Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States11-50 Employees

LFS Asset Management operates as a financial services firm focused on wealth management in the San Francisco Bay Area, serving the Peninsula, Silicon Valley, and San Francisco. The firm emphasizes a comprehensive approach that coordinates investment strategies with tax planning and estate conservation to help clients optimize wealth accumulation and preserve capital over time. Its principals include John Lau, a Certified Financial Planner, CPA, and registered investment adviser, who leads the organization and contributes to broader financial discussions through published works and articles. Based in Burlingame, California, the company serves individual clients and maintains a relationship with Fortune Financial Services, Inc. as the securities distribution channel, while noting that LFS Wealth Advisors and Fortune Financial Services are separate entities. A recent development noted is the firm’s response to market conditions around March 2020, with a published update addressing coronavirus impacts on markets. The firm has a long-standing presence in the region, with more than two decades of experience in helping clients avoid costly mistakes in planning for the future.

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