Stanley-Laman Group Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$741,932,097
Clients
225
Advisors
1
of 24 employees
About
Stanley-Laman Group serves individual clients (including high- and ultra-high-net-worth individuals) as well as institutional clients such as corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. The firm provides portfolio management and financial planning services, including individual investment analysis and recommendations, estate and business planning, and insurance analysis and review.
The firm manages ten distinct model and customizable portfolios and combines a bottom‑up screening process implemented in internally developed software with top‑down market and sector research to select holdings. Offerings range from ETF allocation models and separately managed account strategies (e.g., High Growth, High Dividend & Value, Defensive, Fixed Income) to pooled private partnership funds focused on international and emerging markets, and clients receive regular performance and allocation reporting.
Stanley-Laman’s structure includes several uncommon features for a team adviser: it owns an affiliated broker‑dealer that operates with shared staff and resources, acts as general partner and manager for its SLG International Opportunities partnership and multiple side‑pocket funds, and a principal operates a specialty law firm (Laman Law, LLC). The combination of sponsoring private pooled vehicles that invest on local foreign exchanges and the firm’s affiliated broker‑dealer and legal affiliation distinguish its platform from many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $15,000,000: 1.00% $15,000,001 - $30,000,000: 0.85% $30,000,001+: 0.70% null - null: 1.95% null - null: 0.65%
Fee-only: Fees charged as percentage of assets under management as per published schedule; no commission fees charged.
Main office
1235 Westlakes Drive, Suite 295
Berwyn PA 19312
Advisors at this office
1
Most active in
Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Illinois · Maryland · Massachusetts · Mississippi · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Pennsylvania · Rhode Island · Tennessee · Texas · Virginia · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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