Overview
Assets Under Management: $530 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 28
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.61
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,171
Discretionary Accounts: 1,128
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 150040
Last Filing Date: 2024-12-19 00:00:00
Website: https://laidlawltd.com