Latham Financial LLC
RIASEC Registered
Total AUM
$1.6M
Discretionary
$1.6M
100% of AUM
Avg account
$56K
Accounts
28
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 337217
- Fee structure
- Percentage of AUM
- Client types
- Individuals99.36%
- Corporations / Businesses0.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Latham Financial LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients with a fee model based on a percentage of assets under management. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not provide pension consulting services.
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 Equities66%
- Public Funds/Mutual Funds29%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Andrew White
OwnerCRD 8100375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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