LAYARI FINANCIAL

RIASEC Registered

Total AUM

$9.1M

Discretionary

$9.1M

100% of AUM

Avg account

$63.7K

Accounts

143

Employees

Advisory reps

Firm details

Headquarters: BREA, California
CRD number: 321852
Website: www.layari.co
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Layari Financial is an independent RIA structured as a limited liability company that serves individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses, and it also conducts selection-of-adviser duties and educational seminars. Layari Financial charges clients either a percentage of assets under management or fixed fees. The firm identifies itself as a capital allocator rather than a direct manager of proprietary products, and it does not emphasize ESG investing. It operates as a single-state adviser rather than a multi-state firm.