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LAFAYETTE INVESTMENTS, INC.

17830 New Hampshire Avenue
Suite 201
Ashton, Maryland 20861
Tel: 301-570-2959

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About LAFAYETTE INVESTMENTS, INC.

LAFAYETTE INVESTMENTS, INC, formally registered with the SEC as LAFAYETTE INVESTMENTS, INC. The firm was established in 07/13/1988. They have over 1 offices throughout the country.

LAFAYETTE INVESTMENTS, INC. is a Ashton, Maryland based Financial Planning firm with nearly $773,638,053 assets under management, offering retirement planning & investment advisory services to 573 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#22471
SEC#801-32522
Assets Managed by Firm$773,638,053
No. of Clients573
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total573$773,638,053
Individuals (other than high net worth individuals)74$25,638,175
High net worth individuals160$615,035,859
Pension and profit sharing plansFewer than 5 clients$29,072,883
Charitable organizationsFewer than 5 clients$1,829,480
Corporations or other businessesFewer than 5 clients$102,061,656

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PROSHARE ADVISORS LLC
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PNC CAPITAL ADVISORS LLC
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