Overview
Assets Under Management: $276 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 68
Average Client Assets: $2.3 million
Frequently Asked Questions
LA FERLA GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174993), LA FERLA GROUP LLC is subject to fiduciary duty under federal law.
LA FERLA GROUP LLC is headquartered in GARDEN CITY, NY.
LA FERLA GROUP LLC serves 68 high-net-worth clients according to their SEC filing dated August 03, 2023. View client details ↓
According to their SEC Form ADV, LA FERLA GROUP LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LA FERLA GROUP LLC manages $276 million in client assets according to their SEC filing dated August 03, 2023.
According to their SEC Form ADV, LA FERLA GROUP LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.05%
Average Client Assets: $2.3 million
Total Client Accounts: 840
Discretionary Accounts: 714
Non-Discretionary Accounts: 126
Regulatory Filings
CRD Number: 174993
Filing ID: 1773544
Last Filing Date: 2023-08-03 12:25:00