LAFAYETTE INVESTMENTS, INC.

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

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 Status	Approved
Firm CRD#	22471
SEC#	801-32522
Assets Managed by Firm	$773,638,053
No. of Clients	573
No. of Advisors	7

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 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

More Retirement Planning firms in Ashton, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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