Lauterbach Financial Advisors, LLC

Lauterbach Financial Advisors, LLC (CRD# 114431) is a financial advisory firm headquartered in El Paso, TX. They manage $549,868,649 in 1,003 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
4130 Rio Bravo Street, El Paso, TX 79902
https://www.linkedin.com/company/lauterbach-financial-advisors-llc/
By the Numbers
  • Total Assets Under Management
    550
    MILLION
  • Total Number of Accounts
    1,003
    ACCOUNTS
  • Average Account Value
    $548,224
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, NM, TX, WA

Financial Advisors at Lauterbach Financial Advisors, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Matthew Kerr, financial advisor El Paso TX
Matthew C. Kerr
CRD#: 7247401
4130 Rio Bravo Street, El Paso, TX 79902

Matthew Kerr (CRD# 7247401) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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