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 privately owned corporation that has been SEC-registered since 1994 and serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and combines insurance brokerage with advisory services that include financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and institutional clients. It is not a multi-state adviser and is not positioned as a capital allocator; the firm reports it is not an active ESG investor. Regulatory and industry affiliations indicate the firm operates around several roles beyond advisory work: broker-dealer relationships, law-firm affiliations, and activity as a sponsor, general partner or managing member of pooled investment vehicles. Those affiliations line up with the firm’s advisory involvement in pooled structures and its single dedicated private fund.