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LACH FINANCIAL
LACH FINANCIAL, LLC
CRD 157065
3046 BRECKENRIDGE LANE, SUITE 202, LOUISVILLE, KY, 40220, United States
Phone
502-295-7887
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$27.6M
Discretionary AUM
$27.6M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $16.3M |
| High net worth individuals | 5 | $11.3M |
All web addresses on file
Official SEC filing: View on IAPD