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| Lander & Associates Inc
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|
|
|---|---|
| CRD # | 110703 |
| SEC # | 801-111968 |
| CIK # | |
| AUM | $191.0 M (2025-06-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 703-716-4303 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 3.8 |
| (b) Individuals (high net worth individuals) | 38 | 187.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 122 | 191.0 |
| By Discretionary | ||
| Discretionary | 122 | 191.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 122 | 191.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.0 | |
| Total | 122 | 191.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Yardley Wealth Management LLC
✚
|
PA | 0.2 |
|
Bullseye Investment Management LLC
✚
|
OH | 0.2 |
|
Polaris Financial Partners LLC
✚
|
OH | 0.2 |
|
Prism Planning Partners LLC
✚
|
IL | 0.2 |
|
Osprey Capital Management Corp
✚
|
0.2 | |
|
Vahanian & Associates Financial Planning Inc
✚
|
NY | 0.2 |
|
Warnke/Nichols Ltd
✚
|
WI | 0.2 |
|
VIA IV Investments LLC
✚
|
IL | 0.2 |
|
Purtill Financial LLC
✚
|
OH | 0.2 |
|
Fulcrum Equity Management LLC
✚
|
TX | 0.2 |