S
$85.7M Total AUM
$85.7M Disc. AUM
-- 3Y CAGR
2 Employees
9 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group · Citibank · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-25-2003
- Office Locations
- 1
Office Locations
-- Boston MA
About Stratton Lamb Advisors LLC
Stratton Lamb Advisors LLC is a Boston-based RIA. The firm has been operating for 23 years. Managing $85.7M in total assets under management, with 2 advisory representatives. They custody assets with Capital Group and Citibank.
Team overview
-- AVG AGE
$42.8M AVG AUM / ADVISOR
$9.5M AVG AUM / CLIENT
23 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
J DAYNE LAMB
Chief Compliance Officer, Managing Member
- CRD
- #4514055
- Ownership
- 50% but less than 75%
Available
Available
Available
G
GARDNER NICHOLS STRATTON
Advisory Consultant, Managing Member
- CRD
- #4514054
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,673,978 | $1,268,269 |
| Non-Discretionary | $0 | -- |
| Total | $85,673,978 | $1,268,269 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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