Labrador Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 119733
- Website
- labradorinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.31%
- Individuals19.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Labrador Investments, LLC is an independent registered investment advisory firm organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fees are a mix of percentage-of-AUM, hourly charges, and fixed-fee engagements. Labrador reports it is not a multi-state adviser, not a capital allocator, and it does not identify as an active ESG investor. Industry relationships include an affiliation with an accountant. The firm does not list related advisers or pension consulting services in its regulatory profile.
Assets & Accounts
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
- Other72%
- Exchange Traded Equities15%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Anita Eisthen
Chief Compliance OfficerCRD 1937242
Contacts
1 of 1
Marianne Woodburn
PrincipalCRD 5905348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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