AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.2 |
Non-Discretionary | $0.0 |
Total | $0.2 |
Client | AUM |
---|---|
Retail | $0.1 |
Pooled | $0.0 |
Institutional | $0.0 |
Total | $0.2 |
Retail | Accounts | AUM |
---|---|---|
Individual | 319 | $0.1 |
Average Individual AUM | $261,364 | |
HNW | 52 | $0.1 |
Average HNW AUM | $1,139,653 | |
Retail Total | 371 | $0.1 |
Average Retail AUM | $384,467 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|---|---|
CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.1 |
SEI INVESTMENTS DISTRIBUTION CO. | DESMOINES-IA-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.2 |
Retail SMA AUM | $0.1 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 91% | $0.2 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 1% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 1% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 1% | $0.0 |
Investment Companies | 1% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 5% | $0.0 |
Other | 0% | $0.0 |
Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
3 active representatives found
Name | City | State | Exams | Designations | |||||
---|---|---|---|---|---|---|---|---|---|
JOHN LAUER | VALPARAISO | IN | S66|2016-08-03 | ||||||
GENE HAMSTRA | VALPARAISO | IN | S65|2014-02-10 | ||||||
JOHN LAUER | VALPARAISO | IN | S63|1986-02-26|S65|1996-12-24 | CERTIFIED FINANCIAL PLANNER |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-06-02 | $0.2 | $0.0 | 0% | 5 | 0 | 0% |
2025-04-21 | $0.2 | $0.0 | 0% | 5 | 0 | 0% |
2024-04-02 | $0.1 | $0.0 | 26% | 5 | 0 | 0% |
2023-04-04 | $0.1 | $0.1 | 48% | 3 | 2 | 67% |
2022-04-01 | $0.1 | $0.1 | 47% | 3 | 2 | 67% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
IN, IL-09/29/2021, IN-06/30/2021, MI-01/26/2023, SD-06/30/2021 |
ADVISER ACTIVITIES |
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING |
OTHER ACTIVITIES |
ACCOUNTING FIRM |
ADVDB.CO • SOURCE: SEC FORM ADV