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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-13-2023
- Office Locations
- 1
Office Locations
About Lampe Financial Group LLC
Lampe Financial Group, LLC is a Littleton, CO SEC-registered RIA (est. 2023) providing financial planning and portfolio construction, including tax and estate planning, insurance, and business succession support. The firm builds allocation-focused portfolios using primarily public funds (mutual funds/ETFs), with experience in fixed income, annuities, and ESG/socially responsible approaches. Custody relationships include Schwab and Altruist.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID JASON LAMPE
Chief Compliance Officer, Principal
- CRD
- #5204930
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,899,754 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,899,754 | -- |
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Separately Managed Accounts
Total SMA Asset: $56,899,754
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,320,678,907 | 41.5% |
| Cash | $639,654,121 | 20.1% |
| Equity - Exchange | $1,222,025,785 | 38.4% |
| Total | $3,182,358,813 | 100.0% |