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LAUGHLIN FINANCIAL LLC
4151 E. 3rd St
Bloomington, Indiana 47401
Tel: 812-552-2113
About LAUGHLIN FINANCIAL LLC
LAUGHLIN FINANCIAL LLC, formally registered with the SEC as LAUGHLIN FINANCIAL LLC. The firm was established in 03/25/2022. They have over 1 offices throughout the country.
LAUGHLIN FINANCIAL LLC is a Bloomington, Indiana based Financial Planning firm with nearly $167,705,938 assets under management, offering retirement planning & investment advisory services to 368 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165105 |
| SEC# | 801-123521 |
| Assets Managed by Firm | $167,705,938 |
| No. of Clients | 368 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (CONSULTING SERIVCES THAT DO NOT REQUIRE A FORMAL FINANCIAL PLAN)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 368 | $167,705,938 |
| Individuals (other than high net worth individuals) | 35 | $14,904,943 |
| High net worth individuals | 46 | $152,800,995 |
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