Lander & Associates Inc
Firm details
- Headquarters
- ,
- CRD number
- 110703
- Registered since
- October 31, 2017
- Custodians
- CHARLES SCHWAB & CO., INC., FIFTH THIRD SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.13%
- Individuals1.87%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lander & Associates Inc. is an independent registered investment adviser that has been SEC-registered since 2017 and is owned by an individual principal. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its compensation approach includes percentage-of-AUM fees supplemented by hourly and fixed-fee engagements. The firm's regulatory filing lists accounting as a business activity and indicates it does not position itself as a capital allocator or an active ESG investor. Services are oriented toward traditional wealth management and planning rather than institutional pension consulting or related-adviser activities.
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 Equities69%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents2%
Contacts
3 of 3Robert Lander
DirectorCRD 1413102
Hilary Carroll
PresidentCRD 1796971
Christopher Carroll
Vice PresidentCRD 5457595
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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