Lauterbach Financial Advisors, LLC
Firm details
- Headquarters
- El Paso, Texas
- CRD number
- 114431
- Registered since
- June 6, 2005
- Website
- lfa-ia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.94%
- Individuals11.56%
- Charitable Organizations11.14%
- Pension & Profit Sharing Plans9.61%
- Corporations / Businesses1.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lauterbach Financial Advisors, LLC is an independent, SEC-registered advisory firm (registered in 2005) organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and offers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. Fee arrangements include percentage-of-AUM, hourly charges, and fixed-fee engagements. The firm indicates it acts as a capital allocator and does not identify as an active ESG investor.
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 Funds68%
- Cash & Cash Equivalents20%
- Exchange Traded Equities6%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
1 of 1
Daniel Sonnen
CIOCRD 6105263
Contacts
3 of 12
Matthew Kerr
Managing PartnerCRD 7247401
Scott Kobren
Tax PartnerCRD 4470664
Suzanne Lindau
Managing Partner and Wealth AdvisorCRD 5842359
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$193M in ETFs
13%
$25.1M
87%
$168M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $54M | 1,216,392 | 27.90% |
Location
El Paso, TX
El Paso
Location
El Paso, TX
Headquartered in El Paso, TX, anchoring the El Paso-Las Cruces, TX-NM metro in the South.
- Metro area
- El Paso-Las Cruces, TX-NM
- Region
- South
- County
- El Paso
- Address
- 4130 Rio Bravo St
- Time zone
- CT (UTC-6)
- Office locations
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