$26.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
116 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer unison
- Established Date
- 04-25-2012
- Office Locations
- 2
Office Locations
-- Aiken SC
-- Golden Valley MN
About Lager & Company, Inc.
Lager & Company, Inc. is an independent fiduciary focused on advising individual 401(k) participants. The firm reviews plan menus, delivers clear buy/sell guidance and a customized 401(k) management plan aimed at reducing stock market risk and preserving principal, using mutual funds and ETFs where available. Engagement often starts with a free, no-obligation online 401(k) analysis.
Team overview
-- AVG AGE
$13.3M AVG AUM / ADVISOR
$228.4K AVG AUM / CLIENT
12.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Meridian legacy Beacon
Client Personas
Value bridge
Custodian
Vertex oak Prime north Fusion capital
Fund Managers
Element
Investment Themes
Frontier
Investment Vehicles
North ridge
Services
Vital element Momentum vector Eagle insight Ridge wave Prime Radial Eagle eagle
Technology
Peak
Owner & Executives
F
FREDRIC JOHN LAGER
Chief Compliance Officer, Investment Advisor, President, TREASURER
- CRD
- #1276137
- Ownership
- 75% or more
(503) 235-4157
matrix.quantum@bridgecapital.com
in linkedin.com/in/oak-vital
Showing 1 of 1 owners & executives
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D
DANIEL BRIAN OELLERICH
--
- CRD
- #6261423
(312) 511-1456
fusion.foundation@pioneercapital.com
in linkedin.com/in/alpha-vertex
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $1,666,667 |
| Non-Discretionary | $26,500,000 | $478,261 |
| Total | $26,500,000 | $508,475 |
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Separately Managed Accounts
Total SMA Asset: $26,500,000
Equity - Exchange:
24.9% Public Funds:
47.3% Cash:
27.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,654,103,964 | 24.9% |
| Public Funds | $3,142,133,232 | 47.3% |
| Cash | $1,846,750,610 | 27.8% |
| Total | $6,642,987,806 | 100.0% |