Stanley-Laman Group Ltd.

RIASEC RegisteredEst. 1994

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 corporation that has been SEC-registered since 1994 and is owned by an individual. The firm serves both individual and family clients and institutional clients, charging fees as a percentage of assets under management. Its business mix includes insurance brokerage alongside advisory services: financial planning and portfolio management for individuals, small businesses, pooled investment vehicles and institutional clients. The firm does not position itself as an active ESG investor. Stanley-Laman also maintains industry ties beyond pure advisory work; FINTRX flags affiliations with broker-dealers, a law firm, and roles as sponsor, general partner or managing member of pooled investment vehicles.