The Lara Group, Ltd (Vienna)

Name: The Lara Group, Ltd
Address: 8000 Towers Crescent Drive, Vienna, VA, 22182 2700
Telephone: 7038272300

The Lara Group, Ltd is an adviser based in Vienna. It manages $14.6 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Colorado, District of Columbia, Maryland, New York, and Virginia.

The Lara Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Lara Group: assets under management

The assets under management (AUM) of The Lara Group, Ltd is $14.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $297.88 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Lara Group, Ltd for their services and products based on a percentage of assets under management and commissions. 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.

Careers at The Lara Group, Ltd

Patrice Coleman Lara has been acting as President since 1 Jan 1991. Jennifer Lara Szaro joined the executive team most recently as the Director Of Marketing.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patrice Coleman Lara	President	1 Jan 1991	50% - 75%	1572629
Edward Ronald Lara	Executive vice president	1 Jan 1991	25% - 50%	302498
Jennifer Lara Szaro	Director of marketing	1 Jul 2000	Other	4395464

Based in Vienna

The principal office where The Lara Group, Ltd performs its advisory services is located at 8000 Towers Crescent Drive, Vienna, VA 22182 2700, which is also the mailing address of the firm. An additional office of the firm is in Breckenridge, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 7038272300 or by fax 7038272314. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.lara-group.com.