$227.7M Total AUM
$227.7M Disc. AUM
-- 3Y CAGR
7 Employees
373 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- VectorPathway fusion +more
- Established Date
- 10-29-2010
- Office Locations
- 4
Office Locations
30 Churchill Place London --
34 Water Street Unit 2A Mystic CT
60 Carolina Place Greenwich CT
About Lansdowne Wealth Management, LLC
Lansdowne Wealth Management is an independent, fee-only RIA in Mystic, CT led by CFP® professionals, focused on retirement planning. The firm provides comprehensive financial planning and discretionary investment management with a fiduciary, no-commissions approach tailored to individuals and families approaching or in retirement. Custody is supported through Fidelity/NFS.
Team overview
51 AVG AGE
$38.0M AVG AUM / ADVISOR
$610.5K AVG AUM / CLIENT
4.5 yrs AVG TENURE
7 Employees
6 Advisory Reps
7 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Glacier
Client Personas
Harbor bridge
Custodian
Eagle zenith Matrix
Fund Managers
Zenith
Investment Themes
Ember Meridian North unison Oak value
Investment Vehicles
Ridge Harbor
Services
Fusion Vertex radial Optima North Pathway Momentum Eagle Timber Element timber
Technology
Unison Pioneer Pioneer frontier
Owner & Executives
ROBERT C HENDERSON
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5089860
- Ownership
- 75% or more
(808) 876-4281
pathway.oak@timbercapital.com
in linkedin.com/in/insight-peak
Showing 1 of 1 owners & executives
Unlock allContacts
BRIAN ROBIN DUNHILL
Managing Member
- CRD
- #4686593
(336) 801-6013
wave.north@frontiercapital.com
in linkedin.com/in/quantum-vertex
ISA HANTZSCH
Chief Compliance Officer
- CRD
- #6794926
(474) 758-2001
momentum.glacier@valuecapital.com
in linkedin.com/in/vital-beacon
O
Oak eagle
Eagle foundation fusion
- CRD
- #84122
(420) 298-4462
delta.peak@elementcapital.com
in linkedin.com/in/frontier-harbor
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $227,733,000 | $330,527 |
| Non-Discretionary | $0 | -- |
| Total | $227,733,000 | $330,527 |
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Separately Managed Accounts
Total SMA Asset: $227,733,000
Equity - Exchange:
19.6% Public Funds:
12.7% Sovereign Bonds:
22.2% Cash:
18.1% U.S. Government/Agency:
7.1% Corporate - Investment Grade:
5.2% Municipal Bonds:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $803,384,297 | 19.6% |
| Public Funds | $520,560,233 | 12.7% |
| Sovereign Bonds | $909,955,683 | 22.2% |
| Cash | $741,900,805 | 18.1% |
| U.S. Government/Agency | $291,021,863 | 7.1% |
| Corporate - Investment Grade | $213,142,773 | 5.2% |
| Municipal Bonds | $618,933,819 | 15.1% |
| Total | $4,098,899,473 | 100.0% |