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Lauterbach Financial Advisors, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $342.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 930
      Accounts
    • $368.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

12

name start date
Steve Lauterbach
December 2006
Scott David Kobren
September 2007
William Scott Johns
May 2007
Stephen W. Rash
January 2009
Billy Defrance, CFP®
December 2004

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Lauterbach Borshow & Company -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Steve Lauterbach Member April, 1999 10% to 25%
      Jon Art Sonnen Member & President April, 1999 10% to 25%
      Suzanne Elizabeth Lindau Member / Chief Financial Officer January, 2015 10% to 25%
      Billy Ray Defrance Member / Chief Compliance Officer January, 2016 10% to 25%
      Scott David Kobren Member April, 1999 10% to 25%
      Mark P. Groover Member January, 2002 10% to 25%
      Cynthia Foster Lyons Member April, 1999 10% to 25%
      Gregory O'Brien Hartley Member April, 1999 10% to 25%
      William Scott Johns Member April, 1999 10% to 25%
      Stephen W. Rash Member April, 1999 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges