The Lara Group, Ltd is an adviser based in Vienna. It manages $14.6 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Colorado, District of Columbia, Maryland, New York, and Virginia.
The Lara Group 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 The Lara Group, Ltd is $14.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Lara Group, Ltd for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Patrice Coleman Lara has been acting as President since 1 Jan 1991. Jennifer Lara Szaro joined the executive team most recently as the Director Of Marketing.
The principal office where The Lara Group, Ltd performs its advisory services is located at 8000 Towers Crescent Drive, Vienna, VA 22182 2700, which is also the mailing address of the firm. An additional office of the firm is in Breckenridge, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 7038272300 or by fax 7038272314. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.lara-group.com.