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David Michael Ladd

LADD CAPITAL MANAGEMENT LLC·NEW HAVEN, Connecticut
Unclaimed Profile
110 WHITNEY AVE, NEW HAVEN, CT 06510CRD# 2504790Firm CRD# 105162
01

About

David Michael Ladd is a registered financial advisor based in NEW HAVEN, Connecticut, affiliated with LADD CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LADD CAPITAL MANAGEMENT LLC
LADD CAPITAL MANAGEMENT LLC
AUM
$147M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LADD CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2504790
Firm CRD# 105162
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Michael Ladd offer?
David Michael Ladd specializes in Investment Management, Fee-Only Advisory. Contact their office in NEW HAVEN, Connecticut for a consultation.
What are David Michael Ladd's credentials?
David Michael Ladd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Ladd located?
David Michael Ladd is based in NEW HAVEN, Connecticut, working with LADD CAPITAL MANAGEMENT LLC. Their office serves clients in the NEW HAVEN metropolitan area and surrounding communities.
How does David Michael Ladd charge for services?
David Michael Ladd's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LADD CAPITAL MANAGEMENT LLC?
LADD CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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