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Alicia Dugan Lasch

GRAYPOINT LLC·ALBANY, New York
Unclaimed Profile
4 TOWER PLACE, ALBANY, NY 12203-3710CRD# 6367757Firm CRD# 135950
01

About

Alicia Dugan Lasch is a registered financial advisor based in ALBANY, New York, affiliated with GRAYPOINT 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
GRAYPOINT LLC
GRAYPOINT LLC
AUM
$3.9B
Regulatory assets under management
Employees
57
Total firm employees
View all advisors at GRAYPOINT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6367757
Firm CRD# 135950
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alicia Dugan Lasch offer?
Alicia Dugan Lasch specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.
What are Alicia Dugan Lasch's credentials?
Alicia Dugan Lasch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alicia Dugan Lasch located?
Alicia Dugan Lasch is based in ALBANY, New York, working with GRAYPOINT LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Alicia Dugan Lasch charge for services?
Alicia Dugan Lasch's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRAYPOINT LLC?
GRAYPOINT LLC has approximately 57 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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