A complete list of active advisors currently associated with Alexander Labrurerie & Co., Inc.

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Alexander LaBrunerie & Co., Inc. provides investment advisory and wealth management services to individuals, high‑net‑worth clients, trusts, corporations, pension and profit‑sharing plans, and charitable organizations, and also offers financial planning (“Financial Portraits”), retirement plan consulting, and limited consulting engagements. The firm manages accounts on both discretionary and non‑discretionary bases and implements plans only after a signed Investment Advisory Agreement. The firm’s investment process combines cyclical and fundamental analysis and typically pursues long‑term holdings across equities, ETFs, mutual funds, fixed income, REITs and, when appropriate, alternative and impact/ESG investments; allocation and ongoing supervision are tailored to each client’s profile, time horizon, and stated objectives. Account monitoring, periodic reviews, and coordination with clients’ other advisors are part of the firm’s financial planning and implementation services. A few features set the firm apart from many peers: it reports a relatively large client base (1,184 clients) served by three advisors, reflecting a high client‑per‑advisor ratio; several investment adviser representatives are also registered representatives of Saxony Securities, Inc., and the brochure discloses the resulting broker‑dealer relationships, commission activity and potential conflicts of interest. The firm also describes use of Promoters for client referrals, relies on third‑party research providers such as yCharts and Standard & Poor’s and outsourced reporting technology (Advyzon), and its materials include performance presentations and third‑party ratings and related marketing disclosures that are less common among similar team firms.

To learn more about the advisors currently working at Alexander Labrurerie & Co., Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.