Lampost Financial, Inc. (Boca Raton)

Name: Lampost Financial, Inc.
Address: 7777 W. Glades Road Suite 213, Boca Raton, FL, 33434
Telephone: 561-883-0454

Lampost Financial, Inc. is a large advisory firm based in Boca Raton. It manages $30.8 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida and Washington.

Lampost Financial 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.

Lampost Financial: assets under management

The assets under management (AUM) of Lampost Financial, Inc. is $30.8 million. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.2 million in discretionary accounts and $16.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.73 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.3 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lampost Financial, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lampost Financial, Inc.

Michael Spencer Meade has been acting as President since 1 Aug 2001. Stephen Geoffrey Meade joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Spencer Meade	President	1 Aug 2001	50% - 75%	1738234
Stephen Geoffrey Meade	Chief operating officer	1 Oct 2005	50% - 75%	5042704
Stephen Geoffrey Meade	President	1 Jan 2006	50% - 75%	5042704

Based in Boca Raton

The principal office where Lampost Financial, Inc. performs its advisory services is located at 7777 W. Glades Road Suite 213, Boca Raton, FL 33434, which is also the mailing address of the firm. An additional office of the firm is in Mercer Island, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-883-0454 or by fax 561-883-8641. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.thelampost.com.