Landolt Securities, Inc.

Overview

Landolt Securities, Inc. is a corporation organized as a conventional broker-dealer that also operates as an insurance broker and offers advisory services for individuals and small businesses. The firm is owner-operated and reports it acts as a capital allocator, directing client assets to external managers as part of its service mix. Its advisory model includes portfolio management and the selection of third‑party advisers, and the firm charges fees as a percentage of assets under management. Landolt reports it is not an active ESG investor and does not classify itself as a multi-state adviser for regulatory purposes.

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Location & Offices