Laufer Wealth Management, LLC
Laufer Wealth Management, LLC (CRD# 173446) is a financial advisory firm headquartered in Babylon, NY. They manage $122,667,971 in 136 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management123MILLION
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Total Number of Accounts136ACCOUNTS
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Average Account Value$901,970
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, MA, NH, NY
Financial Advisors at Laufer Wealth Management, LLC
1
Romeo Bertolini (CRD# 2650107) is an Investment Advisor Representative working at Laufer Wealth Management, LLC in Babylon, NY and has over 27 years of experience in the finance industry.
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