Stratton Lamb Advisors LLC

Stratton Lamb Advisors LLC (CRD# 119650) is a financial advisory firm headquartered in , . They manage $126,156,882 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $1,327,967
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
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.

MA

Financial Advisors at Stratton Lamb Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
J Lamb, financial advisor Boston MA
J D. Lamb
CRD#: 4514055
Boston, MA
93
Wealthminder
score

J Lamb (CRD# 4514055) is an Investment Advisor Representative working at Stratton Lamb Advisors LLC in Boston, MA and has over 17 years of experience in the finance industry.

2
Gardner Stratton, financial advisor Boston MA
Gardner N. Stratton
CRD#: 4514054
Boston, MA
87
Wealthminder
score

Gardner Stratton (CRD# 4514054) is an Investment Advisor Representative working at Stratton Lamb Advisors LLC in Boston, MA and has 1 year of experience in the finance industry.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals