1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LAFAYETTE INVESTMENTS, INC.

Map pinASHTON, MD
Phone301-570-2959
NotebookSEC #801-32522
Total AUM
$942.8M
Employees
7
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17830 NEW HAMPSHIRE AVENUE
SUITE 201
ASHTON
MD 20861
United States
Operating Hours
8:30A.M. TO 5:30P.M.
Monday - Friday
Phone
301-570-2959

ReceiptFinancials

Total AUM
$942.8M
Accounts
611
Discretionary
$942.8M
Accounts
611
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
76
AUM
$29.7M
HNW Individual Clients
164
AUM
$767.5M
Pension/Profit Sharing Plan Clients
1
AUM
$26.6M
Charitable Organization Clients
1
AUM
$1.9M
Corporation or Business Clients
5
AUM
$117.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMDNCNJNYPATXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account