Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > pennsylvania > berwyn > STANLEY-LAMAN GROUP LTD.
STANLEY-LAMAN GROUP LTD.
1235 Westlakes Dr
Suite 295
Berwyn, Pennsylvania 19312
Tel: 610-993-9100
About STANLEY-LAMAN GROUP LTD.
STANLEY-LAMAN GROUP LTD, formally registered with the SEC as STANLEY-LAMAN GROUP LTD. The firm was established in 01/06/1994. They have over 1 offices throughout the country.
STANLEY-LAMAN GROUP LTD. is a Berwyn, Pennsylvania based Financial Planning firm with nearly $911,286,000 assets under management, offering retirement planning & investment advisory services to 715 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112112 |
| SEC# | 801-45568 |
| Assets Managed by Firm | $911,286,000 |
| No. of Clients | 715 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 715 | $911,286,000 |
| Individuals (other than high net worth individuals) | 44 | $762,000 |
| High net worth individuals | 200 | $675,257,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,574,000 |
| Charitable organizations | Fewer than 5 clients | $2,692,000 |
| Corporations or other businesses | 72 | $127,384,000 |
More Retirement Planning firms in Berwyn, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
Explore More Retirement Advisors in Berwyn, Pennsylvania