Landing Financial Group, Inc.
Firm details
- Headquarters
- North Palm Beach, Florida
- CRD number
- 321112
- Website
- landinggroup.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals74%
- HNWI25.67%
- Charitable Organizations0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Landing Financial Group, Inc. is an independent, privately owned registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and lists financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers among its advisory offerings. It is organized as a corporation and reports an affiliation with an insurance company. Landing identifies as neither a multi-state adviser nor an ESG-focused manager.
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
Owners & executives
1 of 1James Knetsch
Chief Compliance OfficerCRD 2205692
Contacts
3 of 3Daniel McDaniel
Regional Vice PresidentCRD 7865052

Patrick Sandner
PresidentCRD 2462149

Kristi Knight
Vice PresidentCRD 4215552
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
North Palm Beach, FL
Palm Beach
Location
North Palm Beach, FL
Headquartered in North Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 631 Us Highway 1
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Aureum Wealth Management, LLC
RIANorth Palm Beach, FL
Certuity, LLC
RIANorth Palm Beach, FL
Hyperion Wealth Management, LLC
RIAMaitland, FL
Saint Joseph Advisors LLC
RIAMiami, FL
Cypress Capital Group
RIAPalm Beach, FL
Crossplan Money Management
RIASeminole, FL