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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-25-2023
- Office Locations
- 1
Office Locations
About Financial LAB
Financial Lab is an Atlanta-based, founder-led RIA providing holistic, education-first financial planning and investment planning for retail clients. Investment approach emphasizes asset allocation with active management and ESG/SRI considerations. Offers 1:1 engagements plus the MoneyWorks group coaching membership, and publishes the illustrated personal finance book Earn Save Spend. Custodies at Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Laura Catherine Davis
Associate, Chief Compliance Officer, FOUNDER
- CRD
- #6777575
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,397,475 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,397,475 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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