Lautus Wealth Advisory

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

2125 Butterfield Dr Ste 101, Troy, Michi...

Phone Number

(248) 729-0500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Lautus Wealth Advisory

Lautus Wealth Advisory is a financial planning firm led by certified professionals, including Kelly L. Higgins, CFP, CPA. The company specializes in offering advisory services and investment solutions through third-party investments, ensuring compliance with regulatory standards. Their intended clients include individuals seeking personalized financial planning and investment advice. Lautus Wealth Advisory operates in conjunction with Cambridge Investment Research, Inc., providing a range of financial services while maintaining independence from mutual fund companies.Explore more
Lautus Wealth Advisory's Social MediaPopular SearchesLautus Wealth Advisory LLCLautus Wealth AdvisoryWealth Advisory LLCLaurus Wealth ManagementLautus Wealth Advisory andSIC Code 62,628NAICS Code 52,523Show more

Lautus Wealth Advisory Org Chart

PhoneEmail
KH
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Certified Financial Planner & Professional

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lautus Wealth Advisory

<$5M
1-10
Private
-
-
KH
Kelly HigginsCertified Financial Planner & Professional
<$5M
11-50
Private
-
2001
GB
Gregory BillowManaging Partner
<$5M
1-10
Private
-
2022
JS
Jennifer SamoraChief Operating Officer
<$5M
1-10
Private
-
-
LC
Leah CookChief Operating Officer
<$5M
1-10
Private
-
2010
GS
Gabriel SmithBranch Manager
<$5M
1-10
Private
-
-
HD
Harold DedePresident & CEO
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lautus Wealth Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lautus Wealth Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lautus Wealth Advisory.

Lautus Wealth Advisory Tech Stack

A closer look at the technologies used by Lautus Wealth Advisory

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Frequently Asked Questions Regarding Lautus Wealth Advisory

What is Lautus Wealth Advisory's official website?
Lautus Wealth Advisory's official website is www.lautuswealth.com
What is Lautus Wealth Advisory's Revenue?
Lautus Wealth Advisory's revenue is <$5 Million
What is Lautus Wealth Advisory's SIC code?
Lautus Wealth Advisory's SIC: 62,628
What is Lautus Wealth Advisory's NAICS code?
Lautus Wealth Advisory's NAICS: 52,523
How many employees does Lautus Wealth Advisory have?
Lautus Wealth Advisory has 1-10 employees
What industry does Lautus Wealth Advisory belong to?
Lautus Wealth Advisory is in the industry of: Finance, Securities Trading
What is Lautus Wealth Advisory competition?
Lautus Wealth Advisory top competitors include: Dédé Wealth Management, Allen-Kramp Wealth Management, Axiom Wealth Alliance, GMB Private Wealth Management
What technology does Lautus Wealth Advisory use?
Some of the popular technologies that Lautus Wealth Advisory uses are: Microsoft IIS, Microsoft 365, GoDaddy DNS, Google Workspace
How do I contact Lautus Wealth Advisory?
Lautus Wealth Advisory contact info: Phone number: (248) 729-0500 Website: www.lautuswealth.com
What does Lautus Wealth Advisory do?

Lautus Wealth Advisory is a financial planning firm led by certified professionals, including Kelly L. Higgins, CFP, CPA. The company specializes in offering advisory services and investment solutions through third-party investments, ensuring compliance with regulatory standards. Their intended clients include individuals seeking personalized finan... cial planning and investment advice. Lautus Wealth Advisory operates in conjunction with Cambridge Investment Research, Inc., providing a range of financial services while maintaining independence from mutual fund companies.Read More

What are Lautus Wealth Advisory social media links?
Lautus Wealth Advisory Linkedin page
Is Lautus Wealth Advisory a public company?
Lautus Wealth Advisory is private company therefore does not currently have an official ticker symbol
See more information about Lautus Wealth Advisory

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