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

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