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Building 2LAUTERBACH FINANCIAL ADVISORS, LLC

Map pinEL PASO, TX
Phone915-544-6950
NotebookSEC #801-64326
Total AUM
$700.3M
Employees
5
Clients
403

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4130 RIO BRAVO STREET
EL PASO
TX 79902
United States
Operating Hours
8:15AM TO 5:15PM
Monday - Friday
Phone
915-544-6950

ReceiptFinancials

Total AUM
$700.3M
Accounts
1,038
Discretionary
$699.8M
Accounts
1,034
Non-Discretionary
$441.4K
Accounts
4

ContactClients

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Individual Clients
211
AUM
$81M
HNW Individual Clients
156
AUM
$461.7M
Pension/Profit Sharing Plan Clients
18
AUM
$67.3M
Charitable Organization Clients
9
AUM
$78M
Corporation or Business Clients
9
AUM
$12.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALANMNYTXWA

HandshakeAffiliates

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

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