Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > new haven > LADD CAPITAL MANAGEMENT LLC
LADD CAPITAL MANAGEMENT LLC
110 Whitney Ave
New Haven, Connecticut 06510
Tel: 203-562-6624
About LADD CAPITAL MANAGEMENT LLC
LADD CAPITAL MANAGEMENT LLC, formally registered with the SEC as LADD CAPITAL MANAGEMENT LLC. The firm was established in 10/23/1975. They have over 2 offices throughout the country.
LADD CAPITAL MANAGEMENT LLC is a New Haven, Connecticut based Financial Planning firm with nearly $161,692,600 assets under management, offering retirement planning & investment advisory services to 160 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105162 |
| SEC# | 801-11098 |
| Assets Managed by Firm | $161,692,600 |
| No. of Clients | 160 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 160 | $161,692,600 |
| Individuals (other than high net worth individuals) | 28 | $11,548,994 |
| High net worth individuals | 37 | $141,896,899 |
| Charitable organizations | 3 | $8,246,707 |
More Retirement Planning firms in New Haven, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in New Haven, Connecticut