Lafargue Financial Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 120867
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lafargue Financial Group, Inc. is an independent, privately owned Registered Investment Advisor organized as a corporation that focuses on individual and family clients. The firm combines advisory work with insurance brokerage, positioning itself as both a financial planner and a vendor of insurance solutions. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. Advisory capabilities span comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, pension consulting, and the selection of third‑party advisers. The firm identifies itself as a capital allocator, but it does not report active ESG investing and appears to operate under a single-state footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
2 of 2
Richard Lafargue
PresidentCRD 2046037

Cyndi Najar
CFP®CRD 7510928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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