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 registered investment adviser that has been SEC-registered since 2005 and is owned by an individual. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory mix includes comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. Compensation structures combine a percentage-of-assets model with hourly and fixed-fee arrangements. FINTRX flags the firm as not an active ESG investor and not a multi-state adviser.
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
- Public Funds/Mutual Funds68%
- Cash & Cash Equivalents20%
- Exchange Traded Equities6%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
1 of 1BILLY DEFRANCE
Partner & Chief Compliance OfficerCRD 4888322
Contacts
3 of 12MATTHEW KERR
Managing PartnerCRD 7247401
SCOTT KOBREN
Tax PartnerCRD 4470664
SUZANNE LINDAU
Wealth Advisor and PresidentCRD 5842359
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$171M in ETFs
12%
$21.2M
87%
$150M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $47.7M | 1,226,668 | 27.88% |
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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