Latham Financial LLC

Overview

Latham Financial LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm focuses on fee-based relationships (percentage of AUM) with individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Latham reports that it does not position itself as an ESG investor, does not operate as a multi-state adviser, and is not structured as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices