Allentown, PA 3570 Hamilton Blvd Office

Team
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Latitude Advisors, LLC logo

Latitude Advisors, LLC

Multi-team

Firm-wide stats for Latitude Advisors, LLC

Total advisors

64

Across 49 offices

Clients per advisor

24 Very Low

Avg AUM per client

$324,426 Low

HNW client ratio

8% Low

About

Latitude Advisors serves individuals, high‑net‑worth clients, and a range of institutional and corporate clients, including pension and profit‑sharing plans, trusts, and charitable organizations. The firm offers financial planning and consulting, discretionary portfolio management (including custom portfolios and model portfolios), third‑party manager selection, and pension consulting and plan advisory services.

The firm constructs portfolios by combining client goals, time horizon and risk tolerance with in‑house and third‑party model strategies: its “Latitude” models emphasize valuation‑driven, multi‑asset tactical allocations while its “Navigator” models use momentum‑based, multi‑sleeve quantitative approaches, and it also employs model strategies sourced from external signal providers. Latitude generally manages new accounts on a discretionary basis and provides continuous monitoring and rebalancing, with the investment process potentially including short‑term trading and options in line with client objectives.

Distinctive operational features include a formal implementation and back‑office relationship with Focus Point Solutions, which supplies model portfolios, performance reporting and administrative services, and the firm’s use of third‑party signal providers for some strategies. The brochure also discloses that several advisory representatives have dual roles as registered representatives and licensed insurance agents and that the firm participates in revenue‑sharing and other economic arrangements with custodians and broker‑dealers—arrangements the firm identifies as potential conflicts of interest and describes in its disclosures; the firm manages roughly $566 million in client assets, with the vast majority handled on a discretionary basis.

Based on Latitude Advisors, LLC

Expertise

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations

Based on Latitude Advisors, LLC

Occupation focus

Founder/Business Owner Retired Executive

Based on Latitude Advisors, LLC

Demographic focus

Approaching retirement Mid-Career Professionals

Based on Latitude Advisors, LLC

Location

3570 Hamilton Blvd, Suite 202

Allentown PA 18103

Advisors at this office

4

Advisors at this office

user avatar

Tyler S

Series 63, Series 65

Allentown, PA

Latitude Advisors, LLC

Tyler Seiferheld is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He also serves as a CPA and shareholder at Lang Faylor Chomo & Company PC, an accounting and tax firm providing services to individuals and small businesses. Additionally, Tyler is a board member and volunteer with Meals on Wheels of the Greater Lehigh Valley. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm utilizes valuation-driven, momentum-based, and third-party model strategies to construct portfolios aligned with client goals and risk tolerance.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
user avatar

Louis C

CFP®, Series 63

Allentown, PA

Latitude Advisors, LLC

Louis Chomo is a CFP® with 25 years of experience and currently serves as an investment advisor representative at Latitude Advisors, LLC. He has worked at Latitude Advisors since 2009 and also maintains a CPA practice at Lang, Faylor, Chomo & Company, P.C. In addition to his advisory work, he acts as a trustee managing a trust for a former client’s beneficiary and serves as a co-executor of an estate. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
user avatar

Martin L

Series 63

Allentown, PA

Latitude Advisors, LLC

Martin Lang is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Latitude Advisors since 2009 and also maintains a CPA practice at Lang, Faylor, Chomo & Company P.C. Outside of his advisory and accounting roles, Lang serves as president of the Sights for Hope Endowment Foundation, a nonprofit organization. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
user avatar

James F

Series 63

Allentown, PA

Latitude Advisors, LLC

James Faylor is a financial advisor with Latitude Advisors, LLC and holds a Series 63 designation. He has 24 years of industry experience and has worked at Latitude Advisors since 2009. He is also a CPA and has been involved with Lang, Faylor, Chomo & Company, P.C., where he prepares tax and financial statements. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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