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$18.9M Total AUM
$18.9M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-05-2006
- Office Locations
- 1
Office Locations
-- Charlottesville VA
About Laird - Altman Holdings LLC
Laird - Altman Holdings LLC is a Charlottesville-based RIA. The firm has been operating for 20 years. Managing $18.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$18.9M AVG AUM / ADVISOR
$629.5K AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PAUL CHRISTOPHER HENDRICKS
Financial Advisor, MANAGING DIRECTOR
- CRD
- #5130531
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,885,776 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,885,776 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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