Laughter Financial
Firm details
- Headquarters
- ,
- CRD number
- 301316
- Website
- www.laughterfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.87%
- Individuals22.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Laughter Financial is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm operates as a capital allocator and offers a mix of financial planning and portfolio management for individuals and small businesses. Its advisory services include selecting other advisers on behalf of clients and running educational seminars or workshops. Fee arrangements combine AUM-based charges and fixed fees. The firm does not identify as an active ESG investor and is not set up as a multi-state or pension consultant adviser.
Assets & Accounts
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 Equities12%
- Non-Exchange Traded Equities7%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Molly Laughter
CEOCRD 5518250
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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