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Lauterbach Financial Advisors, LLC

● SEC registered since 2005CRD 114431SEC# 801-64326El Paso, TX
Export (members)
Reg. AUM
$590.6M
Employees
6
Accounts
1,003
Location
El Paso, TX

Lauterbach Financial Advisors, LLC assets under management

Lauterbach Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in El Paso, TX. The firm has been registered since 2005. It reports $590.6 million in regulatory assets under management and employs 6 people.

Lauterbach Financial Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Billy Ray DefranceMember / Chief Compliance Officer10-25%2016
Cynthia Foster LyonsMember10-25%1999
Daniel Scott SonnenMember10-25%2021
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Frequently asked questions

How much does Lauterbach Financial Advisors, LLC manage?

Lauterbach Financial Advisors, LLC reports $590.6 million in regulatory assets under management on its Form ADV.

How many employees does Lauterbach Financial Advisors, LLC have?

Lauterbach Financial Advisors, LLC reports 6 employees.

Where is Lauterbach Financial Advisors, LLC located?

Lauterbach Financial Advisors, LLC is based in El Paso, TX and has been SEC-registered since 2005.

Does Lauterbach Financial Advisors, LLC disclose fund performance?

Lauterbach Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4130 Rio Bravo Street, El Paso, TX 79902
Phone915-544-6950
Fax915-544-1303
Office hours8:15a.m. To 5:15p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$590.2M
Non-discretionary$441K
Total (RAUM)$590.6M