Stanley Laman Group Ltd. (Berwyn)

Name: Stanley Laman Group Ltd.
Address: 1235 Westlakes Dr, Berwyn, PA, 19312
Telephone: 610-993-9100

Stanley Laman Group Ltd. is a large advisory firm based in Berwyn. It manages $531 million of regulatory assets for 544 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Colorado, and 18 other states.

Stanley Laman Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stanley Laman Group: assets under management

The assets under management (AUM) of Stanley Laman Group Ltd. is $531 million. The firm's AUM has grown by 231% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $494 million in discretionary accounts and $37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.53 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $167.42 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 72% of the total AUM. The second-largest asset type is state and local bonds, which make up 20% of the firm’s portfolio. Investments in investment grade corporate bonds form 3% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stanley Laman Group Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stanley Laman Group serves?

The firm provides services to charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Stanley Laman Group is high net worth individuals with 200 clients and $390 million of assets under management. Among the 7 most similar advisory firms, Stanley Laman Group has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $531 million for 259 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Stanley Laman Group also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Stanley Laman Group Ltd.

The company employs 20 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William G Stanley	Director, president, chief compliance officer	1 Apr 1991	50% - 75%	708205
James J. Laman	Director, vice-president & treasurer	1 Apr 1991	Other	4379338
David Caldwell Eaton	Director & vice-president	1 Apr 1991	Other	1682553

Based in Berwyn

The principal office where Stanley Laman Group Ltd. performs its advisory services is located at 1235 Westlakes Dr, Berwyn, PA 19312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-993-9100 or by fax 610-993-8382. The normal business hours are 8:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at stanleylaman.com.