LANDING FINANCIAL GROUP, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
4

Firm details

Headquarters
NORTH PALM BEACH, Florida
CRD number
321112
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Landing Financial Group, Inc. is a small, privately owned corporate wealth advisory firm that operates as a capital allocator and charges clients on a percentage-of-AUM basis. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting work, and the selection of other advisers. The firm does not identify as an active ESG investor and is not flagged as a multistate adviser. An insurance company affiliation is listed in its industry relationships.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JAMES KNETSCH

    Chief Compliance OfficerCRD 2205692

Contacts

3 of 3
  • Daniel McDaniel

    Regional Vice PresidentCRD 7865052

  • PATRICK SANDNER

    PresidentCRD 2462149

  • KRISTI KNIGHT

    Vice PresidentCRD 4215552

Wealth teams

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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

NORTH PALM BEACH, FL

PALM BEACH

Location

NORTH PALM BEACH, FL

Headquartered in NORTH PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
631 US Highway 1
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth