Laird - Altman Holdings LLC
RIAState Registered
Total AUM
$18.9M
Discretionary
$18.9M
100% of AUM
Avg account
$630K
Accounts
30
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 140391
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.9%
- Individuals4.1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Laird - Altman Holdings LLC operates as an independent Registered Investment Adviser structured as a limited liability company and registered in Virginia. The firm is owner-operated and focuses on portfolio management for individual clients and small businesses, charging fees as a percentage of assets under management. Its client base is concentrated on individuals and families. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consulting adviser.
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 Equities81%
- Cash & Cash Equivalents13%
- Public Funds/Mutual Funds4%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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