LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

RIASEC RegisteredEst. 2013

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$1.2M

Accounts

853

Employees

Advisory reps

Firm details

Headquarters: GRAND RAPIDS, Michigan
CRD number: 168831
Registered since: August 1, 2013
Website: www.lafleurgodfrey.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI89.53%
Individuals5.19%
Charitable Organizations3.12%
Pension & Profit Sharing Plans2.14%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Lafleur & Godfrey Private Wealth Management is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm has been SEC-registered since 2013 and charges fees based on a percentage of assets under management (and other fee arrangements). Its stated advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of third‑party managers, pension consulting services, and the publication of periodic newsletters. The firm does not identify as an active ESG investor. The firm maintains a broad set of industry relationships and roles beyond pure advisory work — its profile lists affiliations or activities spanning broker-dealer connections, commodity/futures roles (CPO/CTA, futures commission merchant), accounting and law relationships, insurance, real estate brokerage, and sponsorship roles for limited partnerships and other pooled structures. Ownership is a mix of a domestic entity and individuals.