0001965796-24-000005.txt : 20240514 0001965796-24-000005.hdr.sgml : 20240514 20240514163924 ACCESSION NUMBER: 0001965796-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LRI Investments, LLC CENTRAL INDEX KEY: 0002023325 ORGANIZATION NAME: IRS NUMBER: 884116775 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24148 FILM NUMBER: 24945132 BUSINESS ADDRESS: STREET 1: 3825 PGA BOULEVARD STREET 2: SUITE 303 CITY: PALM BEACH GARDENS STATE: FL ZIP: 33410 BUSINESS PHONE: (860) 257-5791 MAIL ADDRESS: STREET 1: 3825 PGA BOULEVARD STREET 2: SUITE 303 CITY: PALM BEACH GARDENS STATE: FL ZIP: 33410 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002023325 XXXXXXXX 03-31-2024 03-31-2024 LRI Investments, LLC

3825 PGA BOULEVARD SUITE 303 PALM BEACH GARDENS FL 33410

13F HOLDINGS REPORT 028-24148 000323556 801-127277 N Hayley A. Snell (860) 257-5791 Hayley A. 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