Laurentine Investments LLC
RIASEC Registered
Total AUM
$4M
Discretionary
$4M
100% of AUM
Avg account
$1M
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 326796
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Laurentine Investments LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm concentrates on portfolio management for individual and family clients and small businesses. Its compensation model combines a percentage-of-AUM fee with the option of performance-based fees. The adviser does not position itself as an ESG investor, is not multi-state in its registration profile, and does not function as a capital allocator or related-adviser network.
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
- Exchange Traded Equities95%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Warren Schaub
OwnerCRD 7736492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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