D/b/a/ Lauber Financial Planning

D/b/a/ Lauber Financial Planning (CRD# 154928) is a financial advisory firm headquartered in West Seneca, NY. They manage $1,019,715 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $127,464
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at D/b/a/ Lauber Financial Planning
No Advisor Found.
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