L
CRD: 321112
Landing Financial Group, Inc.
$64.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
5 Employees
353 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2003
- Office Locations
- 2
Office Locations
631 US Highway ONE Suite 201 North Palm Beach FL
-- Port Charlotte FL
About Landing Financial Group, Inc.
Landing Financial Group, Inc. is a North Palm Beach-based RIA with 2 offices. The firm has been operating for 23 years. Managing $64.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$21.3M AVG AUM / ADVISOR
$181.2K AVG AUM / CLIENT
7.8 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
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Available
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Custodian
Available
Investment Themes
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
K
KRISTI ANN KNIGHT
Managing Member, Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
PATRICK WILLIAM SANDNER
Financial Professional, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2462149
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
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D
Daniel McDaniel
--
- CRD
- #7865052
Available
Available
Available
Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $63,963,855 | -- |
| Total | $63,963,855 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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