Trenton
Laporte

Townsquare Capital, LLC

CRD#6488682
Investment Advisor
in Idaho Falls, ID

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About this Advisor

Trenton Laporte is a financial advisor operating out of Idaho Falls, Idaho with 5 years of industry experience. Laporte is on the advisory team at Townsquare Capital, LLC. Their career trajectory has included roles at Byu-Idaho, Allegis Investment Services, Oakwood, Four Corners, Student In China, Student- Byu Idaho-China and Townsquare Capital, LLC. Laporte has a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Idaho. Townsquare Capital, LLC is a financial advisory company headquartered in Provo, UT. The firm has offices in 40 locations and a total of 89 financial advisors. It manages $6 billion in assets under management between its 28,608 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 60 charities and foundations. Of its 28,608 customer accounts, just 9% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees largely are based on the type of services offered. However, fees charged by Townsquare Capital, LLC can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

330 Shoupe Ave Suite 206
Idaho Falls, ID 83402

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Townsquare Capital, LLC Brokerage Details

Total Assets Under Management

$6,244,414,527

ID Average: $693,624,108
Total Number of Employees

89

ID Average: 12
Total Number of Accounts

28,608

ID Average: 1,115
Average Account Size

$218,275

ID Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Trenton Laporte Work History

Trenton has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Townsquare Capital, LLC

2018 - Present (6 years)

Townsquare Capital, LLC

2015 - 2015 (< 1 year)

Byu-Idaho

2015 - 2018 (3 years)

Allegis Investment Services

2014 - 2014 (< 1 year)

Oakwood

2014 - 2014 (< 1 year)

Four Corners

2014 - 2015 (1 year)

Student In China

2013 - 2014 (1 year)

Student- Byu Idaho-China

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Trenton Laporte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Townsquare Capital, LLC

Adam Graves
Aurora, CO
Frederick Harris
Provo, UT
Tyson Walker
Provo, UT
Trenton Laporte
Idaho Falls, ID
Clark Kemsley
Cedar Park, TX
Monica Sonnier
Provo, UT
Catherine White
Lehi, UT
Adam Mckell
Provo, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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