LAUTERBACH FINANCIAL ADVISORS, LLC

4130 Rio Bravo Street
El Paso, Texas 79902
Tel: 915-544-6950

About LAUTERBACH FINANCIAL ADVISORS, LLC

LAUTERBACH FINANCIAL ADVISORS, LLC, formally registered with the SEC as LAUTERBACH FINANCIAL ADVISORS, LLC. The firm was established in 06/06/2005. They have over 1 offices throughout the country.

LAUTERBACH FINANCIAL ADVISORS, LLC is a El Paso, Texas based Financial Planning firm with nearly $549,868,649 assets under management, offering retirement planning & investment advisory services to 1003 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114431
SEC#	801-64326
Assets Managed by Firm	$549,868,649
No. of Clients	1003
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1003	$549,868,649
Individuals (other than high net worth individuals)	250	$105,945,191
High net worth individuals	115	$342,744,756
Pension and profit sharing plans	18	$47,440,234
Charitable organizations	8	$42,796,442
Corporations or other businesses	11	$10,942,026

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