ALEXANDER LABRUNERIE & CO., INC.
Adviser information for ALEXANDER LABRUNERIE & CO., INC. last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 6 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,603 | $394.8M |
| Non-Discretionary | 87 | $31.9M |
| Total | 2,690 | $426.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 868 | $116.2M |
| HNW Individuals | 215 | $299.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 8 | $10.8M |
| Charitable organizations | 3 | $555,505 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-108708 |
|---|---|
| SEC ERA File Number | 801-108708 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 117153 |
| Legal Entity Identifier | None |
Principal Office
601 NIFONG BLVD.SUITE 3B
COLUMBIA
MO
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 573-449-5313, Fax: 573-449-8101
Chief Compliance Officer
ALEXANDER FERNAND LABRUNERIE
PRESIDENT
601 W NIFONG BLVD
STE 3B
COLUMBIA
MO
United States
Tel:
573-449-5313
Fax:
573-449-8101
A***@*************M
(Full email address available in API data)
Regulatory Contact
LEANN KNUTH
GENERAL MANAGER
601 WEST NIFONG BLVD.
SUITE 3B
COLUMBIA
MO
United States
Tel:
573-449-5313
Fax:
573-449-8101
L****@*************M
(Full email address available in API data)
Industry Affiliates
| LABRUNERIE FINANCIAL SERVICES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerInsurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LABRUNERIE, ALEXANDER, FERNAND | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER (07/2016) | 11/1995 | > 75% |
| KNUTH, LEANN, MARIE | Individual | – | OWNER | 03/2015 | 5-10% |
| WILBERS, LESLIE, ANNE | Individual | – | OWNER | 03/2015 | 5-10% |
| RODABAUGH, BRET, ALLEN | Individual | – | OWNER | 01/2023 | 5-10% |