Landfall Financial Advisors, Inc.
RIAState Registered
Total AUM
$19.6M
Discretionary
$19.6M
100% of AUM
Avg account
$892K
Accounts
22
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 120613
- Website
- landfalladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Landfall Financial Advisors, Inc. is a small, corporation-structured advisory practice that provides financial planning and portfolio management services targeted at individuals and small businesses. Filings show the firm is owned by an individual and offers a mix of fee arrangements, including percentage-of-AUM billing as well as hourly and fixed fees. The firm does not identify itself as an active ESG investor and is not listed as a pension consultant or related adviser on its filings.
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
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
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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