Overview
Assets Under Management: $444 million
Headquarters: FALLS CHURCH, VA
High-Net-Worth Clients: 12
Average Client Assets: $4.5 million
Frequently Asked Questions
LARA, MAY & ASSOCIATES, 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 #145589), LARA, MAY & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
LARA, MAY & ASSOCIATES, LLC is headquartered in FALLS CHURCH, VA.
LARA, MAY & ASSOCIATES, LLC serves 12 high-net-worth clients according to their SEC filing dated November 07, 2018. View client details ↓
According to their SEC Form ADV, LARA, MAY & ASSOCIATES, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LARA, MAY & ASSOCIATES, LLC manages $444 million in client assets according to their SEC filing dated November 07, 2018.
According to their SEC Form ADV, LARA, MAY & ASSOCIATES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.09%
Average Client Assets: $4.5 million
Total Client Accounts: 1,079
Discretionary Accounts: 268
Non-Discretionary Accounts: 811
Regulatory Filings
CRD Number: 145589
Filing ID: 1249990
Last Filing Date: 2018-11-07 09:17:00