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

Building 2LAMPOST FINANCIAL, INC.

Map pinBOCA RATON, FL
Phone561-883-0454
NotebookSEC #801-65597
Total AUM
$30.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7777 W. GLADES ROAD SUITE 213
BOCA RATON
FL 33434
USA
Operating Hours
9-5
Monday - Friday
Phone
561-883-0454

ReceiptFinancials

Total AUM
$30.8M
Accounts
5
Discretionary
$14.2M
Accounts
3
Non-Discretionary
$16.6M
Accounts
2

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account