Landolt Securities, Inc.
Landolt Securities, Inc. (CRD# 28352) is a financial advisory firm headquartered in Lake Bluff, IL. They manage $96,360,310 in 136 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management96MILLION
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Total Number of Accounts136ACCOUNTS
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Average Account Value$708,532
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, IN, NC, OH, TX, WI, WY
Financial Advisors at Landolt Securities, Inc.
11
Brian Staubus (CRD# 2154750) is an Investment Advisor Representative working at Landolt Securities, Inc. in Lake Bluff, IL and has over 32 years of experience in the finance industry.
12
Victor Trebules (CRD# 4214235) is an Investment Advisor Representative working at Landolt Securities, Inc. in Lake Bluff, IL and has over 19 years of experience in the finance industry.
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