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LISCH INVESTMENT MANAGEMENT LLC

Advisory

NJ

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in NJ
#672
of 775 advisers by AUM
Average account
$211K
across 297 accounts
AUM per adviser
$31M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM
$63M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$63M
Discretionary AUM$63M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients101
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NJ, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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