Laughlin Financial Advisors
Firm details
- Headquarters
- ,
- CRD number
- 301979
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.2%
- Individuals5.8%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Laughlin Financial Advisors operates as a sole proprietorship, focusing on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself under a specific category, which reflects a flexible approach to its advisory activities. While it does not engage in ESG investing or operate as a multi-state adviser, it has established a niche in managing assets for a select group of clients. The firm charges fees based on a percentage of assets under management, aligning its interests with those of its clients.
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1Robert Laughlin
PresidentCRD 4666104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Bruin Capital Allocation, LLC
RIACincinnati, OH
Lionheart Financial Planning, Inc.
RIAAbound Wealth Strategies
RIAIndianapolis, IN
Jmjrg, Inc. Dba Strategic Wealth Management Group
RIACorpus Christi, TX
Erica Hall Wealth Advisors, LLC
RIASouthfield, MI