DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Ljpr Financial Advisors

Former SEC-registered adviserTroy, MichiganCRD 105895SEC 801-35836IAPD
Legal name Ljpr, LLC
Latest filing Sep 20, 2018
First filing on the tape Mar 29, 2012 · 43 filings
RAUM
$776M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$734M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
25
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
43 filings and snapshots on the tape
RAUM$776M as of Mar 30, 2018
Mar 29, 2012$408M then
HNW client RAUM: $430M
State-registered IARs (5.B.3)10 as of Mar 30, 2018
Mar 25, 20130 then
Employees (5.A)25 as of Mar 30, 2018
Mar 25, 201314 then
Private funds: no history
RAUM +11% over the last fiscal year+3.9% a year over threeIARs 9 to 10
Practice profile
derived from the filing of Sep 20, 2018; every figure names its basis
RAUM per advisor
$77.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
121derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.0MderivedHNW RAUM over HNW clients
Average account
$249,700derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
3.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.5derivedItem 5.A over advisors
Advisors per office
5.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+11%derivedbetween the last two annual amendments
Advisor growth, one year
+11%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Financial planning clients
1,000reportedItem 5.H
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$430M55%
  • Individuals$304M39%
  • Banks and thrifts$18.6M2.4%
  • Charitable organizations$17.2M2.2%
  • Pension and profit-sharing plans$6.3M0.8%
Individual clients
1,003reported
HNW clients
210reported
Pension plan clients
1reported
Charitable clients
17reported
Accounts
3,108reported
Financial planning clients
1,000reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Charles Leon Labrecque · Chief Executive Officer & Chief Compliance Officercontrol
      since 12/1996 · owns 75% or more
    • K Matthew Teetor · Vice President
      since 01/2017 · owns 5% to 10%
    Related persons
    Schedule D 7.A
    • Labrecque And Associates, Pc
      n
    • Ljpr Tax Services, LLC
      insurancen
    Offices
    Schedule D 1.F, the 25 largest
    • Flint, MI2 employees
    What changed
    consecutive filings, newest first
    • Accounts · 2,947 to 3,108
      Oct 23, 2017 to Mar 30, 2018
    • Charity clients · 0 to 17
      Oct 23, 2017 to Mar 30, 2018
    • HNW clients · 0 to 210
      Oct 23, 2017 to Mar 30, 2018
    • Individual clients · 0 to 1,003
      Oct 23, 2017 to Mar 30, 2018
    • Pension plan clients · 0 to 1
      Oct 23, 2017 to Mar 30, 2018
    • Employees · 22 to 25
      Oct 23, 2017 to Mar 30, 2018
    • State-registered IARs · 9 to 10
      Oct 23, 2017 to Mar 30, 2018
    • Discretionary RAUM · $699M to $776M
      Oct 23, 2017 to Mar 30, 2018
    • HNW RAUM · $0 to $430M
      Oct 23, 2017 to Mar 30, 2018
    • Individual RAUM · $0 to $304M
      Oct 23, 2017 to Mar 30, 2018
    • Pension RAUM · $0 to $6.3M
      Oct 23, 2017 to Mar 30, 2018
    • RAUM · $699M to $776M
      Oct 23, 2017 to Mar 30, 2018
    • Related insurance company · false to true
      Oct 23, 2017 to Mar 30, 2018
    • Charity clients · unset to 0.0
      Jul 21, 2017 to Oct 23, 2017
    • Corporate clients · unset to 0.0
      Jul 21, 2017 to Oct 23, 2017
    • HNW clients · unset to 0.0
      Jul 21, 2017 to Oct 23, 2017
    • Individual clients · unset to 0.0
      Jul 21, 2017 to Oct 23, 2017
    • Pension plan clients · unset to 0.0
      Jul 21, 2017 to Oct 23, 2017
    • Pooled vehicle clients · unset to 0.0
      Jul 21, 2017 to Oct 23, 2017
    • Other offices · unset to 1.0
      Jul 21, 2017 to Oct 23, 2017
    • HNW RAUM · unset to 0.0
      Jul 21, 2017 to Oct 23, 2017
    • Individual RAUM · unset to 0.0
      Jul 21, 2017 to Oct 23, 2017
    • Pension RAUM · unset to 0.0
      Jul 21, 2017 to Oct 23, 2017
    • Pooled vehicle RAUM · unset to 0.0
      Jul 21, 2017 to Oct 23, 2017
    • Accounts · 2,914 to 2,947
      Jan 6, 2017 to Mar 21, 2017
    • Advisory employees · 11 to 10
      Jan 6, 2017 to Mar 21, 2017
    • Employees · 15 to 22
      Jan 6, 2017 to Mar 21, 2017
    • State-registered IARs · 11 to 9
      Jan 6, 2017 to Mar 21, 2017
    • Discretionary RAUM · $654M to $699M
      Jan 6, 2017 to Mar 21, 2017
    • RAUM · $654M to $699M
      Jan 6, 2017 to Mar 21, 2017
    • Related insurance company · true to false
      Jan 6, 2017 to Mar 21, 2017
    • Accounts · 3,043 to 2,914
      Mar 18, 2016 to Sep 12, 2016
    • Advisory employees · 12 to 11
      Mar 18, 2016 to Sep 12, 2016
    • Employees · 17 to 15
      Mar 18, 2016 to Sep 12, 2016
    • State-registered IARs · 12 to 11
      Mar 18, 2016 to Sep 12, 2016
    • Discretionary RAUM · $631M to $654M
      Mar 18, 2016 to Sep 12, 2016
    • RAUM · $631M to $654M
      Mar 18, 2016 to Sep 12, 2016
    • Accounts · 2,929 to 3,043
      Dec 11, 2015 to Mar 18, 2016
    • Advisory employees · 14 to 12
      Dec 11, 2015 to Mar 18, 2016
    • Employees · 18 to 17
      Dec 11, 2015 to Mar 18, 2016
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026