Laughlin Financial LLC
Firm details
- Headquarters
- Bloomington, Indiana
- CRD number
- 165105
- Registered since
- March 25, 2022
- Website
- laughlinfin.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASCENSUS TRUST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.56%
- Individuals7.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Laughlin Financial LLC is an independent, individual-owned RIA organized as a limited liability company that registered with the SEC in 2022. The firm serves primarily individual and family clients and combines financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting in its advisory offering. Its billing mix includes assets-under-management fees as well as hourly and fixed-fee engagements. Laughlin Financial also lists accounting among its business activities and industry affiliations. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator to other managers.
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
- Public Funds/Mutual Funds81%
- Exchange Traded Equities11%
- US Government Bonds6%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomington, IN
Monroe
Location
Bloomington, IN
Headquartered in Bloomington, IN, anchoring the Bloomington-Bedford, IN metro in the Midwest.
- Metro area
- Bloomington-Bedford, IN
- Region
- Midwest
- County
- Monroe
- Address
- 4151 E 3rd St
- Time zone
- ET (UTC-5)
- Office locations
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