Lamonge Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 151845
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.96%
- Individuals25.93%
- Pension & Profit Sharing Plans4.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lamonge Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm charges clients on a percentage-of-AUM basis and serves both individuals/families and institutional clients, with an advisory focus on financial planning and discretionary portfolio management for individuals and small businesses. It is not structured as a multi-state adviser, does not market itself as an active ESG investor, and is not identified as a pension consultant or related adviser. The firm appears to act as an investment manager rather than a broad capital allocator.
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
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Client personas
Asset composition
- Exchange Traded Equities60%
- Non-Exchange Traded Equities30%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
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FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations