Laughlin Financial Advisors

RIASEC Registered
Total AUM
$13.8M
Discretionary
$13.8M
100% of AUM
Avg account
$2M
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
301979
Fee structure
Percentage of AUM
Client types
  • HNWI94.2%
  • Individuals5.8%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Robert Laughlin

    PresidentCRD 4666104

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth