Lafargue Financial Group, Inc.

Overview

Lafargue Financial Group, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management services. The firm emphasizes advisory and consultative relationships: filings show it provides financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting and the selection of other advisers. It also operates as an insurance broker, which is reflected in its product mix and fee options. Investment activity is tilted toward publicly traded equities. The firm is classified as a capital allocator but manages a relatively small pool of assets, operating primarily on a non‑discretionary basis. Fee arrangements include percentage of AUM, hourly charges and fixed fees. Filings indicate Lafargue Financial Group, Inc. does not position itself as an ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

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Location & Offices