LATHRAM FINANCIAL GROUP, LLC
Firm details
- Headquarters
- ,
- CRD number
- 172358
- Website
- www.lathramfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.56%
- Individuals27.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Lathram Financial Group, LLC is an independent, individually owned registered investment adviser operating as a limited liability company that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fees are a mix of percentage-of-assets and fixed-fee arrangements. The firm does not present itself as a capital allocator, is not an active ESG investor, and is not structured as a multi-state adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds95%
- Exchange Traded Equities2%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1CRAIG LATHRAM
Financial AdvisorCRD 5573621
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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