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Building 2LAUER WEALTH MANAGEMENT

Map pinVALPARAISO, IN
Phone219-243-8129
NotebookSEC #801-121657
Total AUM
$160.9M
Employees
5
Clients
404

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
196 E 112 S
VALPARAISO
IN 46383
United States
Operating Hours
9AM TO 4PM
Monday - Friday
Phone
219-243-8129
Other Offices
1

ReceiptFinancials

Total AUM
$160.9M
Accounts
919
Discretionary
$160.9M
Accounts
919
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
352
AUM
$99.1M
HNW Individual Clients
47
AUM
$58.4M
Pension/Profit Sharing Plan Clients
3
AUM
$3.2M
Charitable Organization Clients
1
AUM
$219.5K
Corporation or Business Clients
1
AUM
$43.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILINMISD

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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