LAURIC & ASSOCIATES CPAS INC

Adviser information for LAURIC & ASSOCIATES CPAS INC last updated from Form ADV on April 3rd, 2023. 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 Ohio, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
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 0 $0
Charitable organizations 0 $0
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 2
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM
Other Business Activities Accountant or accounting firm

Identifiers

SEC RIA File Number 801-127314
SEC ERA File Number 801-127314
SEC CIK Numbers None
SEC CRD Numbers 324675
Legal Entity Identifier None

Principal Office

7526 EAST POND CT
CONCORD TWP
OH
United States
Monday - Friday, 6
Tel: 440-477-2286, Fax: None

Chief Compliance Officer

TED LAURIC
7526 EAST POND CT
CONCORD
OH
United States
Tel: 4404772286
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LAURIC, TED, JOHN Individual PRESIDENT AND CCO 12/1993 > 75%

No. Employees, Historic

000202320240 on 1/10/20230 on 1/20/20230 on 1/29/20230 on 3/1/20230 on 3/14/20230 on 3/27/20230 on 4/3/2023