Lafargue Financial Group, Inc.

RIASEC Registered
Total AUM
$10.6M
Discretionary
$0
0% of AUM
Avg account
$66.6K
Accounts
159
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

2 of 2
  • Richard Lafargue

    Richard Lafargue

    PresidentCRD 2046037

  • Cyndi Najar

    Cyndi Najar

    CFP®CRD 7510928

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth