17830 New Hampshire Avenue
Suite 201
Ashton, Maryland 20861
Tel: 301-570-2959
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 22471 |
SEC# | 801-32522 |
Assets Managed by Firm | $773,638,053 |
No. of Clients | 573 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 573 | $773,638,053 |
Individuals (other than high net worth individuals) | 74 | $25,638,175 |
High net worth individuals | 160 | $615,035,859 |
Pension and profit sharing plans | Fewer than 5 clients | $29,072,883 |
Charitable organizations | Fewer than 5 clients | $1,829,480 |
Corporations or other businesses | Fewer than 5 clients | $102,061,656 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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