LADIN FINANCIAL GROUP, INC.

Overview

Ladin Financial Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm serves individual and family clients and positions itself as a capital allocator that provides financial planning and selects third‑party advisers on behalf of clients. Its fee schedule is flexible and includes a percentage‑of‑AUM component as well as hourly and fixed fees. The adviser is not described as an active ESG investor, is not a multi‑state RIA, and is not identified as a pension consultant. The firm also has an affiliation with an insurance company, which complements its use of insurance products in client portfolios.

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Public Holdings

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Location & Offices