LFA
Firm details
- Headquarters
- SAINT CLOUD, Minnesota
- CRD number
- 114674
- Registered since
- May 14, 2004
- Website
- www.lfapartnership.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.23%
- Individuals23.44%
- Charitable Organizations9.81%
- Pension & Profit Sharing Plans5.88%
- Corporations / Businesses5.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
LFA is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and its advisory offerings include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. Its fee arrangements are flexible: percentage-of-AUM billing is available alongside hourly and fixed-fee engagements. LFA does not identify as an active ESG investor and does not operate as a capital allocator to third-party managers.
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
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents27%
- Exchange Traded Equities26%
Owners & executives
3 of 3KIMBERLY FOSTER
Chief Compliance Officer & Financial AdvisorCRD 3134613
JAMES SCHMITZ
Vice President, COOCRD 5543666
CHRISTOPHER WAYNE
President and CEOCRD 4534014
Contacts
3 of 4PATRICK SOLYNTJES
Financial ConsultantCRD 2712992
STEVEN LARAWAY
FounderCRD 2250246
Jennifer Lesmeister
Financial AdvisorCRD 6921475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$113M in ETFs
92%
$103M
7%
$9.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $6.8M | 34,605 | 6.02% |
Location
SAINT CLOUD, MN
STEARNS
Location
SAINT CLOUD, MN
Headquartered in SAINT CLOUD, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- STEARNS
- Address
- 1219 33rd St S
- Time zone
- CT (UTC-6)
- Office locations
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