Lain Asset Management & Planning
Lain Asset Management & Planning (CRD# 116840) is a financial advisory firm headquartered in High Point, NC. They manage $52,795,632 in 357 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lain Asset Management & Planning
By the Numbers
-
Total Assets Under Management53MILLION
-
Total Number of Accounts357ACCOUNTS
-
Average Account Value$147,887
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Lain Asset Management & Planning
No Advisor Found.
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