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Halberstadt L Geoffrey

LAU ASSOCIATES LLC·GREENVILLE, Delaware
Unclaimed Profile
20 MONTCHANIN ROAD, GREENVILLE, DE 19807CRD# 5593944Firm CRD# 105608
01

About

Halberstadt L Geoffrey is a registered financial advisor based in GREENVILLE, Delaware, affiliated with LAU ASSOCIATES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LAU ASSOCIATES LLC
LAU ASSOCIATES LLC
AUM
$650M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LAU ASSOCIATES LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 5593944
Firm CRD# 105608
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Halberstadt L Geoffrey offer?
Halberstadt L Geoffrey specializes in Financial Planning, Investment Management. Contact their office in GREENVILLE, Delaware for a consultation.
What are Halberstadt L Geoffrey's credentials?
Halberstadt L Geoffrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Halberstadt L Geoffrey located?
Halberstadt L Geoffrey is based in GREENVILLE, Delaware, working with LAU ASSOCIATES LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Halberstadt L Geoffrey charge for services?
Halberstadt L Geoffrey's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAU ASSOCIATES LLC?
LAU ASSOCIATES LLC has approximately 7 employees and manages $650M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Delaware
WILMINGTON (282)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)
City Guides
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Research
Advisor Fees in DelawareNational Fee Analysis
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