Advus Financial Partners

EST. AUM
$3,970,976,661

CONTACTS
7

CLIENT ACCOUNTS
1,329

Firm Details

Metro area Orlando
CRD Number 311990
Website advuspartners.com
Client types

Overview

On June 1, 2021, Advus Financial Partners completed the acquisition of LAMCO Advisory Services, Inc., an industry recognized leader in delivering high quality, high touch solutions to individuals and qualified retirement plans. Lamco Advisory Services is located near Lake Mary, FL with the closest large city being Orlando. They have about $3 billion in assets and mostly invest in mutual fund structures. About 50 percent of their client base is retirement plans, with the balance being private wealth. For the retirement plans, they tend to be more averse to higher tracking error strategies. On the private wealth side, they will implement and look for more concentrated, high active share strategies. They do not historically invest in private alternatives but have utilized some liquid alternatives in the past.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Advus Financial Partners

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