James V. Lau

James V. Lau (CRD# 141565) is a financial advisory firm headquartered in , . They manage $18,513,359 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $597,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL

Financial Advisors at James V. Lau
Showing 1 - 1 of 1 top financial advisors.
1
James V. Lau
CRD#: 5207104
Lutz, FL
93
Wealthminder
score

James Lau (CRD# 5207104) is an Investment Advisor Representative working at James V. Lau in Lutz, FL and has over 17 years of experience in the finance industry.

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