RIA IntelAdvisersMassachusettsLAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP.

LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP.

Advisory

MA

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in MA
#1,155
of 1,590 advisers by AUM
Average account
$385K
across 129 accounts
AUM per adviser
$25M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM
$50M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$50M
Discretionary AUM$50M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients67
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndNovember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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HOLMES INVESTMENT MANAGEMENT, INC.
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