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Building 2R. F. LAFFERTY & CO., INC.

Map pinNEW YORK, NY
Phone212-293-9090
NotebookSEC #801-107428
Total AUM
$129.8M
Employees
80
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 WALL STREET
SUITE 3602
NEW YORK
NY 10005
United States
Operating Hours
8:00 AM -5:00 PM
Monday - Friday
Phone
212-293-9090
Other Offices
1

ReceiptFinancials

Total AUM
$129.8M
Accounts
185
Discretionary
$71M
Accounts
125
Non-Discretionary
$58.8M
Accounts
60

ContactClients

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HNW Individual Clients
125
AUM
$129.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CACTDCDEFLGAKYMAMDNCNJNYORPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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