Overview
Assets Under Management: $126 million
High-Net-Worth Clients: 15
Average Client Assets: $8.3 million
Frequently Asked Questions
STRATTON LAMB ADVISORS 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 #119650), STRATTON LAMB ADVISORS LLC is subject to fiduciary duty under federal law.
STRATTON LAMB ADVISORS LLC serves 15 high-net-worth clients according to their SEC filing dated February 10, 2018. View client details ↓
According to their SEC Form ADV, STRATTON LAMB ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
STRATTON LAMB ADVISORS LLC manages $126 million in client assets according to their SEC filing dated February 10, 2018.
According to their SEC Form ADV, STRATTON LAMB ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.27%
Average Client Assets: $8.3 million
Total Client Accounts: 95
Discretionary Accounts: 95
Regulatory Filings
CRD Number: 119650
Filing ID: 1175335
Last Filing Date: 2018-02-10 12:41:00