STANLEY-LAMAN GROUP LTD.
Total AUM
$1B
Employees
24Clients
303Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1235 WESTLAKES DR
SUITE 295
BERWYN
PA 19312
United States
SUITE 295
BERWYN
PA 19312
United States
Operating Hours
8:00AM - 6:00PM
Monday - Friday
Monday - Friday
Phone
610-993-9100
Financials
Total AUM
$1B
Accounts
787Discretionary
$963.9M
Accounts
681Non-Discretionary
$59.6M
Accounts
106
Clients
Individual Clients
25AUM
$2.7M
HNW Individual Clients
200AUM
$739.3M
Pooled Vehicle Clients
1AUM
$125.3M
Pension/Profit Sharing Plan Clients
1AUM
$10.5M
Charitable Organization Clients
1AUM
$2.9M
Corporation or Business Clients
75AUM
$142.8M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKARAZCACOCTDCDEFLGAHIILMAMDMSNCNHNJNMNVNYPARITNTXVAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.