L
$49.7M Total AUM
$49.7M Disc. AUM
-- 3Y CAGR
2 Employees
67 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-15-1999
- Office Locations
- 1
Office Locations
-- Southampton MA
About Laflam AND Haggerty Investment Advisers Corp.
Laflam AND Haggerty Investment Advisers Corp. is a Southampton-based RIA. The firm has been operating for 26 years. Managing $49.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$24.8M AVG AUM / ADVISOR
$741.1K AVG AUM / CLIENT
22.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
V
VALERIE HAGGERTY
Director, President
- CRD
- #4724861
- Ownership
- 50% but less than 75%
Available
Available
Available
V
V. BARRY LAFLAM
TREASURER
- CRD
- #4724856
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,656,364 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,656,364 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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