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LAFAYETTE INVESTMENTS, INC.
CRD 22471 · SEC 801-32522
17830 NEW HAMPSHIRE AVENUE, SUITE 201, ASHTON, MD, 20861, United States
Phone
301-570-2959
Fax
301-570-1263
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$942.8M
Discretionary AUM
$942.8M
Team
7 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $29.7M |
| High net worth individuals | 164 | $767.5M |
| Corporations/business entities | 5 | $117.2M |
States served
CA, DC, MD, NJ, NY, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD