Laidlaw Wealth Management LLC

EST. AUM
$108,065,823

CONTACTS
1

CLIENT ACCOUNTS
245

Firm Details

Metro area New York City
CRD Number 150040
Website laidlawwealthmanagement.com
Client types

Overview

Laidlaw Wealth Management strives to match each client’s return objective with an appropriate level of risk. Its goal is to make sure that every client “understands the risk they are taking – before they take it.” It utilizes 11 different asset allocation strategies. Passive, low-cost ETFs (Exchange Traded Funds) are used for equity exposure, and active mutual fund management is employed for fixed income exposure.

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

Laidlaw Wealth Management LLC

Platform Details

Investment Preferences

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Address

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