Steve
Lauterbach

Lauterbach Financial Advisors, LLC

CRD#4470654
Investment Advisor
in El Paso, TX

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About this Advisor

Steve Lauterbach is a financial advisor based in El Paso, Texas, working with Lauterbach Financial Advisors, LLC. Steve has previously held positions at Lauterbach, Borschow And Co. P.C and Lauterbach Financial Advisors, LLC. Steve has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Steve is part of Lauterbach Financial Advisors, LLC, which operates out of El Paso, Texas. The firm has 6 employees and manages assets totaling $549.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lauterbach Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4130 Rio Bravo Street
El Paso, TX 79902

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Lauterbach Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$549,868,649

TX Average: $3,042,739,679
Total Number of Employees

6

TX Average: 49
Total Number of Accounts

1,003

TX Average: 2,315
Average Account Size

$548,224

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Steve Lauterbach Work History

2019 - Present (5 years)

Lauterbach, Borschow And Co. P.C

2012 - Present (12 years)

Lauterbach Financial Advisors, LLC

1977 - 2019 (42 years)

Lauterbach, Borschow And Co. P.C

Disclosures

Please visit the SEC profile of Steve Lauterbach 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 Lauterbach Financial Advisors, LLC

Jon Sonnen
El Paso, TX
David Lindau
El Paso, TX
Daniel Sonnen
El Paso, TX
Matthew Kerr
El Paso, TX
Suzanne Lindau
El Paso, TX
Billy Defrance
El Paso, TX
Cynthia Fields
El Paso, TX
William Johns
El Paso, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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