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 $4,359,831 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
D/b/a/ Lauber Financial Planning
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$363,319
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at D/b/a/ Lauber Financial Planning
1
Amy Lauber (CRD# 2373747) is an Investment Advisor Representative working at D/b/a/ Lauber Financial Planning in West Seneca, NY and has over 30 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.