L
CRD: 326796
Laurentine Investments LLC
$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-07-2023
- Office Locations
- 1
Office Locations
10850 E. Traverse HWY, Ste. 4400 Traverse City MI
About Laurentine Investments LLC
Laurentine Investments LLC is a Traverse City-based RIA. The firm has been operating for 3 years. Managing $4.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
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Accredited Investors
Harbor
Asset Classes
Prime unison
Investment Themes
Beacon
Investment Vehicles
Beacon pathway Alpha
Services
Capital
Owner & Executives
Warren Theodore Schaub
Owner, PRINCIPAL
- CRD
- #7736492
- Ownership
- 75% or more
(506) 624-8595
harbor.ember@horizoncapital.com
in linkedin.com/in/atlas-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,118,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,118,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,118,000
Equity - Exchange:
36.5% Public Funds:
23.0% Cash:
40.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,557,087,914 | 36.5% |
| Public Funds | $981,178,686 | 23.0% |
| Cash | $1,727,727,686 | 40.5% |
| Total | $4,265,994,286 | 100.0% |