Laflam And Haggerty Investment Advisers Corp.
Firm details
- Headquarters
- ,
- CRD number
- 129389
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.26%
- Individuals31.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Laflam And Haggerty Investment Advisers Corp. is an independent, privately owned registered investment adviser that provides fee-based portfolio management primarily to individuals, families and small businesses. The firm charges a percentage-of-AUM advisory fee and focuses on discretionary portfolio management rather than institutional consulting or money-manager-of-managers services. It does not identify as an active ESG investor, is not positioned as a multi-state or pension consultant, and is not described as a capital allocator.
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
- Exchange Traded Equities89%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds4%
- Other2%
Contacts
2 of 2V. Laflam
Senior PartnerCRD 4724856
Valerie Haggerty
PresidentCRD 4724861
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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