Laird - Altman Holdings LLC
RIASEC 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
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.9%
- Individuals4.1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Laird - Altman Holdings LLC is a privately held limited liability company that provides discretionary portfolio management to individuals and small businesses. The firm is owner-managed and charges fees based on a percentage of assets under management. Its advisory work is focused on direct portfolio management rather than institutional or pension consulting. The firm does not identify as an ESG investor and is not registered as a multi-state adviser according to the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
1 of 1Paul Hendricks
Managing DirectorCRD 5130531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Kinetic Wealth
RIAKnoxville, TN
AUM $18.9MTEAM 1REPS 2
AC3 Capital
RIAAUM $18.9MTEAM 1REPS 1
Taylor K A Associates Inc
RIAAUM $18.9MTEAM 1REPS 1
Spencer Financial Planning, LLC
RIAAUM $18.9MTEAM 1REPS 1
Penny Lane Wealth Management, LLC
RIATacoma, WA
AUM $18.9MTEAM 3REPS 3
Brevity & Associates
RIAAUM $18.9MTEAM 1REPS 1