RIA IntelAdvisersFloridaA.E. LAUFER FINANCIAL SERVICES, INC.

A.E. LAUFER FINANCIAL SERVICES, INC.

Advisory

FT LAUDERDALE, FL

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in FL
#2,196
of 2,610 advisers by AUM
Average account
$281K
across 35 accounts
AUM per adviser
$10M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$10M
Discretionary %
100%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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$10M
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MIAMI, FL
$10M
KEHOE INVESTMENT SERVICES, INC
$10M
FORECAST FINANCIAL LLC
NEWBERRY, FL
$10M
BENEVOLENT PLANNING INC.
$10M
GALLOWAY CAPITAL PARTNERS, LLC
MIAMI, FL
$10M

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