Landphair Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 283366
- Website
- www.landphairwealthmgmt.com
- Custodians
- ALTRUIST FINANCIAL LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.06%
- Individuals30.24%
- Pension & Profit Sharing Plans7.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Landphair Wealth Management LLC is an independent, privately owned registered investment adviser organized as an LLC. The firm serves individual and family clients as well as some institutional relationships and positions itself as a fee-based planning and portfolio manager rather than a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include a percentage-of-assets model as well as hourly and fixed-fee engagements. The firm does not report active ESG investing and is not designated as a multi-state adviser.
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
- Public Funds/Mutual Funds94%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Corissa Landphair
PresidentCRD 5744050
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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