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Steve Lauterbach

LAUTERBACH FINANCIAL ADVISORS, LLC·EL PASO, Texas
Unclaimed Profile
4130 RIO BRAVO STREET, EL PASO, TX 79902CRD# 4470654Firm CRD# 114431
01

About

Steve Lauterbach is a registered financial advisor based in EL PASO, Texas, affiliated with LAUTERBACH FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
LAUTERBACH FINANCIAL ADVISORS, LLC
LAUTERBACH FINANCIAL ADVISORS, LLC
AUM
$550M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LAUTERBACH FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4470654
Firm CRD# 114431
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steve Lauterbach offer?
Steve Lauterbach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EL PASO, Texas for a consultation.
What are Steve Lauterbach's credentials?
Steve Lauterbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steve Lauterbach located?
Steve Lauterbach is based in EL PASO, Texas, working with LAUTERBACH FINANCIAL ADVISORS, LLC. Their office serves clients in the EL PASO metropolitan area and surrounding communities.
How does Steve Lauterbach charge for services?
Steve Lauterbach's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAUTERBACH FINANCIAL ADVISORS, LLC?
LAUTERBACH FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $550M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EL PASO
Carol Ann Stone — PROFESSIONAL INVESTMENT COUNSEL, INCRobert Moreth — VIRTUS FAMILY OFFICE, LLCStephen W. Rash — LAUTERBACH FINANCIAL ADVISORS, LLCScott David Kobren — LAUTERBACH FINANCIAL ADVISORS, LLCGary Martin Borsch — PROFESSIONAL INVESTMENT COUNSEL, INC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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