Stanley-Laman Group Ltd.

RIASEC Registered

Total AUM

$1B

Discretionary

$964M

94% of AUM

Avg account

$1.3M

Accounts

787

Employees

Advisory reps

Firm details

Headquarters: Berwyn, Pennsylvania
CRD number: 112112
Registered since: January 6, 1994
Website: www.stanleylaman.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI72.23%
Corporations / Businesses13.96%
Pooled Investment Vehicles12.24%
Pension & Profit Sharing Plans1.02%
Charitable Organizations0.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stanley-Laman Group Ltd. is a privately held corporation that provides financial planning and portfolio management services to individuals, families and institutional clients while also operating as an insurance broker. The firm is SEC-registered (registered in 1994) and charges fees based on a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, pooled investment vehicles, and institutional accounts. Stanley-Laman has affiliations that extend into broker-dealer and law firm networks and acts as sponsor/GP or managing member for pooled investment vehicles. The firm reports a preference for equity-oriented solutions rather than an ESG-driven approach. It is organized under individual ownership and does not present itself as a dedicated capital allocator or pension consultant.