Lafayette Investments is an investment advisor in Ashton with $783.84 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
521568449
SEC advisor number
801-32522
FINRA CRD number
22471
AUM ?
$773.64 mm
(as of 20 Mar 24)
Accounts
573
(as of 20 Mar 24)
Employees
7
(6 investment advisory or research)
Address
Lafayette Investments
17830 NEW HAMPSHIRE AVENUE
SUITE 201
ASHTON
MD 20861
17830 NEW HAMPSHIRE AVENUE
SUITE 201
ASHTON
MD 20861
Phone
301.570.2959
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21