Labrador Investments, LLC

RIASEC Registered
Total AUM
$32.4M
Discretionary
$32.4M
100% of AUM
Avg account
$532K
Accounts
61
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
119733
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 72%, Exchange Traded Equities 15%, Public Funds/Mutual Funds 8%, Cash & Cash Equivalents 5%72%
  • Other72%
  • Exchange Traded Equities15%
  • Public Funds/Mutual Funds8%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Anita Eisthen

    Anita Eisthen

    Chief Compliance OfficerCRD 1937242

Contacts

1 of 1
  • Marianne Woodburn

    Marianne Woodburn

    PrincipalCRD 5905348

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth