Alexander Labrunerie & Co, Inc.
Firm details
- Headquarters
- Columbia, Missouri
- CRD number
- 117153
- Registered since
- December 6, 2016
- Website
- labrunerie.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.39%
- Individuals19.56%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Alexander Labrunerie & Co, Inc. is a privately owned corporate RIA that registered with the SEC in 2016 and operates as a capital allocator for both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of external managers. The firm charges a mix of percentage-of-AUM and fixed fees. It identifies as an active ESG investor and maintains relationships with broker-dealer and insurance company partners.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities26%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 5
Alexander Labrunerie
PrincipalCRD 2247183
Thomas Chaney
Client Service RepresentativeCRD 7668527
Luke Hynes
Client Services RepresentativeCRD 8085735
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$143M in ETFs
82%
$117M
5%
$25.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $29M | 42,245 | 20.31% |
Location
Columbia, MO
Boone
Location
Columbia, MO
Headquartered in Columbia, MO, anchoring the Columbia-Moberly-Mexico, MO metro in the Midwest.
- Metro area
- Columbia-Moberly-Mexico, MO
- Region
- Midwest
- County
- Boone
- Address
- 601 W Nifong Blvd
- Time zone
- CT (UTC-6)
- Office locations
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