Landernorth Asset Management, LLC is a large advisory firm based in Beachwood. It manages $26.13 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Ohio.
Landernorth Asset Management 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 assets under management (AUM) of Landernorth Asset Management, LLC is $26.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 124% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Landernorth Asset Management, LLC 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.
Gerald Aloysius Fallon has been acting as President since 1 Jan 2009. Robert Paul Pinkas joined the executive team most recently as the General Partner.
The principal office where Landernorth Asset Management, LLC performs its advisory services is located at 3201 Enterprise Parkway, Beachwood, OH 44122, 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 216-464-4225 or by fax 216-464-8405. The normal business hours are 9:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at www.landernorth.com.