A
CRD: 141921
A.e. Laufer Financial Services, Inc.
FT Lauderdale, FL, 33309
9543345812
$9.8M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2002
- Office Locations
- 1
Office Locations
1451 W Cypress Creek RD Suite 300 FT Lauderdale FL
About A.e. Laufer Financial Services, Inc.
A.e. Laufer Financial Services, Inc. is a FT Lauderdale-based RIA. The firm has been operating for 23 years. Managing $9.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$9.8M AVG AUM / ADVISOR
$982.8K AVG AUM / CLIENT
23.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Owner & Executives
A
ALLAN E. LAUFER
Owner, President
- CRD
- #5228040
- Ownership
- 75% or more
(958) 364-6084
pioneer.frontier@northcapital.com
in linkedin.com/in/atlas-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,827,966 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,827,966 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,827,966
Equity - Exchange:
20.3% Public Funds:
26.1% Cash:
21.4% Corporate - Non-Investment Grade:
19.5% Corporate - Investment Grade:
5.6% U.S. Government/Agency:
7.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $870,180,973 | 20.3% |
| Public Funds | $1,118,804,108 | 26.1% |
| Cash | $917,333,636 | 21.4% |
| Corporate - Non-Investment Grade | $835,888,127 | 19.5% |
| Corporate - Investment Grade | $240,049,924 | 5.6% |
| U.S. Government/Agency | $304,349,010 | 7.1% |
| Total | $4,286,605,778 | 100.0% |