Lajala & Associates
Firm details
- Headquarters
- ,
- CRD number
- 134215
- Website
- www.lajala.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lajala & Associates operates as a sole proprietorship, primarily focusing on portfolio management for individual and family clients. The firm is structured to provide personalized financial advice and investment management, catering specifically to small businesses and individual investors. While Lajala & Associates does not actively pursue ESG investments, it emphasizes a tailored approach to wealth management, ensuring that clients receive services aligned with their unique financial goals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities100%
Contacts
1 of 1Stephen Lajala
OwnerCRD 2457949
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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