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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-13-2013
- Office Locations
- 1
Office Locations
About Ladin Financial Group, Inc.
Ladin Financial Group is an independent RIA led by founder Michael Ladin focused on helping individuals nearing or in retirement build coordinated retirement income strategies. The firm combines comprehensive wealth management with tax minimization, asset protection, and insurance solutions including annuities, life insurance, and long-term care planning. Custodied at Fidelity/NFS; Ladin has been featured in Kiplinger.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL LAWRENCE LADIN
Chief Compliance Officer, Founder, President
- CRD
- #2476318
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,950,927 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,950,927 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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