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LAUTERBACH FINANCIAL ADVISORS, LLC
CRD 114431 · SEC 801-64326
4130 RIO BRAVO STREET, EL PASO, TX, 79902, United States
Phone
915-544-6950
Fax
915-544-1303
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$700.3M
Discretionary AUM
$699.8M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 211 | $81.0M |
| High net worth individuals | 156 | $461.7M |
| Pension/profit sharing plans | 18 | $67.3M |
| Charitable organizations | 9 | $78.0M |
| Corporations/business entities | 9 | $12.2M |
States served
AZ, CA, LA, NM, NY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD