Lafleur & Godfrey Private Wealth Management

RIASEC Registered

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, LLC-structured registered investment adviser that registered with the SEC in 2013. The firm positions itself as a fee-based asset manager and capital allocator serving both individual and institutional clients. Services listed in its disclosures include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and the publication of periodicals or newsletters. The firm also engages in other financial product sales and maintains a range of industry relationships spanning broker-dealers, insurance, accounting, legal, commodity/derivatives intermediaries and sponsorship roles in pooled investment vehicles.