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LAU ASSOCIATES LLC
LAU ASSOCIATES LLC
GREENVILLE, Delaware
·
8 registered advisors
·
CRD# 105608
SEC# 801-24354
1
302-792-5955
01
Firm Overview
AUM
$650M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LAU ASSOCIATES LLC
8 registered advisors
Halberstadt L Geoffrey
GREENVILLE, Delaware
CRD# 5593944
Harry Rosengarten Madeira
GREENVILLE, Delaware
CRD# 2559062
Jacob Dorsey Weaver
GREENVILLE, Delaware
CRD# 4791111
Jorge Ramon Rueda
GREENVILLE, Delaware
CRD# 5014516
Judith Wisdom Lau
GREENVILLE, Delaware
CRD# 2269961
Laura Davlin Granger
GREENVILLE, Delaware
CRD# 2603849
Lucinda Lea Peterson
GREENVILLE, Delaware
CRD# 4405205
Thomas Martin Weary
GREENVILLE, Delaware
CRD# 1907096
05
Office Locations
GREENVILLE, Delaware
8 advisors
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Data sourced from SEC Form ADV filings. LAU ASSOCIATES LLC (CRD# 105608) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.