A complete list of active advisors currently associated with Latour Asset Management LLC

Warmer can help you find a great advisor at Latour Asset Management LLC or one who fits your needs even better.

LaTour Asset Management serves clients by referring investment assets to third‑party money managers and by providing financial planning and limited estate‑planning services. The firm does not directly manage client portfolios; instead it acts as a liaison to recommended third‑party managers and also offers insurance products through licensed insurance agents affiliated with the firm. After gathering clients’ financial information and risk profiles, LaTour recommends and monitors third‑party managers, helps complete onboarding paperwork, and provides ongoing suitability updates and periodic account reviews. Financial plans are prepared for clients who engage the firm’s recommended managers, and custodial statements and TPM reporting are used for account oversight. Distinctive features include a referral and revenue‑sharing model with specific third‑party managers, disclosed ownership and incentive ties between the firm’s parent entities, an affiliated insurance brokerage, and a recommended manager — relationships the firm identifies as potential conflicts of interest. The firm also discloses prior regulatory actions (civil penalties in 2009–2010 and a 2021 consent order with supervisory conditions and a suspended penalty) and notes that principals spend roughly half their time conducting licensed insurance activities, all of which are uncommon among peers.

To learn more about the advisors currently working at Latour Asset Management LLC, 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.

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