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Building 2STANLEY-LAMAN GROUP LTD.

Map pinBERWYN, PA
Phone610-993-9100
NotebookSEC #801-45568
Total AUM
$1B
Employees
24
Clients
303

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1235 WESTLAKES DR
SUITE 295
BERWYN
PA 19312
United States
Operating Hours
8:00AM - 6:00PM
Monday - Friday
Phone
610-993-9100

ReceiptFinancials

Total AUM
$1B
Accounts
787
Discretionary
$963.9M
Accounts
681
Non-Discretionary
$59.6M
Accounts
106

ContactClients

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Individual Clients
25
AUM
$2.7M
HNW Individual Clients
200
AUM
$739.3M
Pooled Vehicle Clients
1
AUM
$125.3M
Pension/Profit Sharing Plan Clients
1
AUM
$10.5M
Charitable Organization Clients
1
AUM
$2.9M
Corporation or Business Clients
75
AUM
$142.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKARAZCACOCTDCDEFLGAHIILMAMDMSNCNHNJNMNVNYPARITNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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