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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2003
- Office Locations
- 1
Office Locations
About Laughlin Financial Advisors
Laughlin Financial LLC is an independent, fee-only RIA providing investment management and comprehensive financial planning (investments, retirement, insurance, and taxes) with implementation and ongoing monitoring. The firm works with clients across a range of situations, including entrepreneurs, and typically implements portfolios primarily using ETFs. Founded in 2012 by John Laughlin, CPA/PFS, CFP®, a former investment bank VP advising institutional money managers.
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Investment Themes
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Owner & Executives
ROBERT J. LAUGHLIN
Owner, President
- CRD
- --
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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