Overview
Assets Under Management: $309 million
Headquarters: ST. CLOUD, MN
High-Net-Worth Clients: 89
Average Client Assets: $2 million
Frequently Asked Questions
LARAWAY FINANCIAL ADVISORS, INC. 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 #114674), LARAWAY FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
LARAWAY FINANCIAL ADVISORS, INC. is headquartered in ST. CLOUD, MN.
LARAWAY FINANCIAL ADVISORS, INC. serves 89 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, LARAWAY FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LARAWAY FINANCIAL ADVISORS, INC. manages $309 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, LARAWAY FINANCIAL ADVISORS, INC. 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: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 803
Discretionary Accounts: 779
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 114674
Last Filing Date: 2025-02-04 00:00:00
Website: https://lfapartnership.com