Springdale, AR Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Lafargue Financial Group, Inc.
Supported
Firm-wide stats for Lafargue Financial Group, Inc.
About
The firm primarily serves individual retail clients rather than high-net-worth households and offers investment advisory services including portfolio management and broader financial planning. Its representatives are also licensed insurance agents and can offer life insurance and annuity products, which may be sold on a commission basis.
The firm typically charges percentage-of-assets fees and provides customized portfolio recommendations subject to its written supervisory procedures. It maintains a dedicated special-needs planning practice that provides life-mapping and individualized plans for families with members who have medical, physical, or developmental needs.
Operating with a small advisory team and roughly $10.6 million in assets under management across about 159 client relationships, the firm appears focused on non-HNW households and smaller account sizes. The firm discloses the potential conflict created by dual insurance and advisory roles and reports mitigation through systematic reviews and oversight by its compliance function.
Based on Lafargue Financial Group, Inc.
Location
Springdale AR
Advisors at this office
1
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