This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 48 clients, or 48 clients per representative. That equates to $269.8K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on June 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Ladin Financial Group, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Ladin Financial Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL LAWRENCE LADIN
Chief Compliance Officer, Founder, President
- CRD
- #2476318
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,950,927 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,950,927 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Ladin Financial Group, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.