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| Laraway Financial Advisors Inc
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|---|---|
| CRD # | 114674 |
| SEC # | 801-63115 |
| CIK # | 0001908275 |
| AUM | 351.5 M (2026-02-24) |
| Employees | 7 (100% Investors, 86% Brokers) |
| Phone | 320-253-2490 |
| Address | 1219 33rd Street South St Cloud, MN 56301 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001908275 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.4 | ||
| Alphabet Inc | 4.2 | ||
| Nvidia Corp | 3.7 | ||
| Microsoft Corp | 3.3 | ||
| Lilly Eli & Co | 2.2 | ||
| Alphabet Inc | 2.1 | ||
| Wal Mart Stores Inc | 2.0 | ||
| Amazon Com Inc | 1.9 | ||
| Lam Research Corp | 1.7 | ||
| Netflix Inc | 1.7 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 419 | 82.4 |
| (b) Individuals (high net worth individuals) | 80 | 194.1 |
| (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 | 5 | 20.7 |
| (h) Charitable organizations | 6 | 34.5 |
| (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 | 8 | 19.8 |
| (n) Other | 0 | 0.0 |
| Total | 862 | 351.5 |
| By Discretionary | ||
| Discretionary | 839 | 338.6 |
| Non-Discretionary | 23 | 12.9 |
| Total | 862 | 351.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.5 | |
| Total | 862 | 351.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908275] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Trail Ridge Investment Advisors LLC
✚
|
CO | 352.9 M |
|
Validus Growth Investors LLC
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|
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|
Clarendon Private LLC
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MA | 352.1 M |
|
Caldwell Advisors LLC
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|
Sitrin Capital Management LLC
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|
Entrust Financial LLC
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|
Panoramic Investment Advisors LLC
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|
CO | 350.6 M |
|
Bridgewater Asset Management LLC
✚
|
MO | 350.5 M |
|
Sykon Capital LLC
✚
|
NY | 350.1 M |
|
Sonoma Allocations LLC
✚
|
CA | 350.0 M |