CRD: 114584
Addington Financial Group LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-04-2004
- Office Locations
- 2
Office Locations
About Addington Financial Group LLC
Addington Financial Group is a Texas-based registered investment adviser providing comprehensive financial planning and managed account services for businesses and individuals. Portfolios are built primarily with mutual funds and ETFs, with selective use of private funds, emphasizing asset allocation and risk management. Custody is primarily via Fidelity/NFS, and the firm brings over 35 years in the industry.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAURA LEE ADDINGTON
Managing Member
- CRD
- #1611339
- Ownership
- 75% or more
LAURA DIANE BROWN
Chief Compliance Officer, Financial Advisor
- CRD
- #3007985
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $338,089,764 | $936,537 |
| Non-Discretionary | $0 | -- |
| Total | $338,089,764 | $936,537 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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