Hedge Fund Database

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

LAFLEUR & GODFREY LLC Legal Name

Adviser information for LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT last updated from Form ADV on March 26th, 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 777 $870.0M
Non-Discretionary 0 $0
Total 777 $870.0M

Clients

Type Number RAUM
Individuals 157 $47.3M
HNW Individuals 309 $783.7M
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 6 $20.1M
Charitable organizations 9 $18.9M
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 1 $56,572
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesPublication of periodicals or newslettersCREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Compensation % of AUM
Other Business Activities CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS

Identifiers

SEC RIA File Number 801-78536
SEC ERA File Number 801-78536
SEC CIK Numbers 1387458
SEC CRD Numbers 168831
Legal Entity Identifier None

Principal Office

625 KENMOOR AVE SE
SUITE 209
GRAND RAPIDS
MI
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 616-942-1580, Fax: 616-942-6852

Websites

twitter.com/focusfinancial www.lafleurgodfrey.com focusfinancialpartners.com www.linkedin.com/company/2064318/ www.linkedin.com/lafleur-godfrey/ www.ici1929.com

Chief Compliance Officer

JOHN W DICE
COO/CCO
625 KENMOOR AVE SE
SUITE 209
GRAND RAPIDS
MI
United States
Tel: 616-942-1580
Fax: 616-942-6852
(Full email address available in API data)

Regulatory Contact

DANIEL VANTIMMEREN
CO-PRESIDENT/CFO
625 KENMOOR AVE SE
SUITE 209
GRAND RAPIDS
MI
United States
Tel: 616-942-1580
Fax: 616-942-6852
(Full email address available in API data)

Industry Affiliates

FOCUS RISK SOLUTIONS Insurance company or agency
SENTINEL PENSION ADVISORS INC Other investment adviser, including financial plannersPension consultant

Private Funds

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

Control Persons

Name Type Entity Title Since Ownership
VANTIMMEREN, DANIEL, SCOTT Individual – CO-PRESIDENT/CFO 08/2013 < 5%
FOCUS OPERATING, LLC Domestic Entity – MEMBER (MANAGER) 08/2013 > 75%
FOCUS FINANCIAL PARTNERS, LLC Domestic Entity FOCUS OPERATING, LLC MEMBER 01/2007 > 75%
KOCZARA, JOHN, KENNETH Individual – CO-PRESIDENT & SECRETARY 06/2017 < 5%
FOCUS FINANCIAL PARTNERS INC. Domestic Entity FOCUS FINANCIAL PARTNERS, LLC MEMBER 07/2018 > 75%
DICE, JOHN, WILLIAM Individual – COO, CCO 01/2020 < 5%
FERDINAND FFP ACQUISITION, LLC Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER, CLASS A COMMON STOCK 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS, LP Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER, CLASS B COMMON STOCK 08/2023 > 75%
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC Domestic Entity FERDINAND FFP ACQUISITION, LLC MEMBER 08/2023 > 75%
FERDINAND FFP PARENT, INC. Domestic Entity FERDINAND FFP INTERMEDIATE HOLDINGS, LLC MEMBER 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS, LP Domestic Entity FERDINAND FFP PARENT, INC. SHAREHOLDER 08/2023 > 75%
CD&R FERDINAND HOLDINGS, L.P. Domestic Entity FERDINAND FFP ULTIMATE HOLDINGS, LP PARTNER 08/2023 50-75%
CD&R FERDINAND CO-INVESTOR, L.P. Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 25-50%
CLAYTON, DUBILIER & RICE FUND XII, L.P. Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 50-75%

No. Employees, Historic

10502020202120222023202420254 on 3/25/20204 on 5/12/20204 on 6/24/20204 on 9/28/20204 on 9/30/20204 on 3/18/20214 on 3/23/20214 on 5/26/20214 on 5/26/20214 on 9/22/20214 on 9/22/20214 on 9/22/20214 on 10/4/20214 on 10/4/20214 on 2/15/20224 on 2/16/20224 on 2/17/20224 on 3/15/20224 on 8/23/20224 on 8/23/20224 on 8/24/20224 on 10/31/20224 on 11/1/20226 on 3/28/20236 on 3/29/20235 on 6/8/20235 on 8/3/20235 on 9/14/20235 on 9/15/20235 on 9/19/20235 on 10/25/20236 on 3/25/20246 on 3/25/20246 on 3/26/2024

RAUM, Historic

1B500M0202020212022202320242025540783045 on 3/25/2020540783045 on 5/12/2020540783045 on 6/24/2020540783045 on 9/28/2020566371055 on 9/30/2020614913410 on 3/18/2021614913410 on 3/23/2021614913410 on 5/26/2021614913410 on 5/26/2021614913410 on 9/22/2021614913410 on 9/22/2021614913410 on 9/22/2021614913410 on 10/4/2021614913410 on 10/4/2021906912218 on 2/15/2022906912218 on 2/16/2022906912218 on 2/17/2022906912218 on 3/15/2022906912218 on 8/23/2022906912218 on 8/23/2022906912218 on 8/24/2022906912218 on 10/31/2022906912218 on 11/1/2022725255158 on 3/28/2023725255158 on 3/29/2023725255158 on 6/8/2023725255158 on 8/3/2023725255158 on 9/14/2023725255158 on 9/15/2023725255158 on 9/19/2023725255158 on 10/25/2023870037039 on 3/25/2024870037039 on 3/25/2024870037039 on 3/26/2024

No. Clients, Historic

6003000202020212022202320242025440 on 3/25/2020440 on 5/12/2020440 on 6/24/2020440 on 9/28/2020579 on 9/30/2020339 on 3/18/2021339 on 3/23/2021339 on 5/26/2021339 on 5/26/2021339 on 9/22/2021339 on 9/22/2021339 on 9/22/2021339 on 10/4/2021339 on 10/4/2021507 on 2/15/2022507 on 2/16/2022507 on 2/17/2022507 on 3/15/2022507 on 8/23/2022507 on 8/23/2022507 on 8/24/2022507 on 10/31/2022507 on 11/1/2022478 on 3/28/2023478 on 3/29/2023478 on 6/8/2023478 on 8/3/2023478 on 9/14/2023478 on 9/15/2023478 on 9/19/2023478 on 10/25/2023482 on 3/25/2024482 on 3/25/2024482 on 3/26/2024

Holdings

From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
TRANSOCEAN LTD REGISTERED SHS 82K 15K –
ROYCE SMALL CAP TRUST INC COM 148K 10K –
MONROE CAP CORP COM 166K 22K –
HUNTINGTON BANCSHARES INC COM 177K 13K –
ISHARES INC MSCI GLB SLV&MTL 184K 16K –
ISHARES TR S&P MC 400GR ETF 216K 2K –
AMERICAN TOWER CORP NEW COM 223K 1K –
SPDR GOLD TR GOLD SHS 226K 1K –
UNION PAC CORP COM 226K 1K –
ISHARES TR CORE S&P500 ETF 235K 429 –
WASTE MGMT INC DEL COM 246K 1K –
CHUBB LIMITED COM 247K 968 –
SPDR SER TR PORTFLI HIGH YLD 255K 11K –
ZIMMER BIOMET HOLDINGS INC COM 259K 2K –
STANLEY BLACK & DECKER INC COM 260K 3K –
ISHARES TR RUS 1000 GRW ETF 262K 720 –
ISHARES TR S&P 500 VAL ETF 276K 2K –
VANGUARD BD INDEX FDS INTERMED TERM 278K 4K –
MURPHY USA INC COM 282K 600 –
VANECK ETF TRUST GOLD MINERS ETF 286K 8K –
NEXTERA ENERGY INC COM 290K 4K –
ISHARES TR S&P SML 600 GWT 295K 2K –
ISHARES TR RUS 1000 VAL ETF 317K 2K –
ORACLE CORP COM 328K 2K –
PRICE T ROWE GROUP INC COM 344K 3K –
SCHWAB STRATEGIC TR US LCAP GR ETF 353K 4K –
COLUMBIA ETF TR II EM CORE EX ETF 362K 11K –
NOVARTIS AG SPONSORED ADR 372K 3K –
NVIDIA CORPORATION COM 383K 3K –
DISNEY WALT CO COM 386K 4K –
GENERAL DYNAMICS CORP COM 403K 1K –
LOCKHEED MARTIN CORP COM 457K 979 –
COLGATE PALMOLIVE CO COM 466K 5K –
ISHARES TR SHRT NAT MUN ETF 468K 4K –
ISHARES TR S&P 500 GRWT ETF 472K 5K –
FIFTH THIRD BANCORP COM 485K 13K –
ISHARES TR 0-5 YR TIPS ETF 492K 5K –
J P MORGAN EXCHANGE TRADED F INCOME ETF 495K 11K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 513K 4K –
ISHARES TR MRGSTR MD CP VAL 524K 7K –
MASTERCARD INCORPORATED CL A 551K 1K –
QUALCOMM INC COM 563K 3K –
VANGUARD BD INDEX FDS SHORT TRM BOND 577K 8K –
ISHARES TR MRGSTR MD CP GRW 579K 9K –
DEXCOM INC COM 595K 5K –
ROPER TECHNOLOGIES INC COM 609K 1K –
EVERGY INC COM 651K 12K –
SELECT SECTOR SPDR TR TECHNOLOGY 669K 3K –
VANGUARD INDEX FDS VALUE ETF 676K 4K –
ISHARES TR ISHS 1-5YR INVS 692K 13K –
SYSCO CORP COM 805K 11K –
SOUTHERN CO COM 865K 11K –
MERCURY SYS INC COM 874K 32K –
WORKDAY INC CL A 920K 4K –
INTUITIVE SURGICAL INC COM NEW 935K 2K –
KENVUE INC COM 1M 56K –
KADANT INC COM 1M 4K –
COSTCO WHSL CORP NEW COM 1M 1K –
ACCENTURE PLC IRELAND SHS CLASS A 1M 4K –
BLACKROCK INC COM 1M 2K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 1M 21K –
VANGUARD INDEX FDS GROWTH ETF 1M 3K –
KIMBERLY-CLARK CORP COM 1M 9K –
WATERS CORP COM 1M 5K –
MERCANTILE BK CORP COM 1M 36K –
VERIZON COMMUNICATIONS INC COM 2M 37K –
SPDR S&P 500 ETF TR TR UNIT 2M 3K –
BRISTOL-MYERS SQUIBB CO COM 2M 39K –
EOG RES INC COM 2M 13K –
ILLINOIS TOOL WKS INC COM 2M 8K –
FIRST SOLAR INC COM 2M 9K –
UNITEDHEALTH GROUP INC COM 2M 4K –
COCA COLA CO COM 2M 37K –
INTEL CORP COM 2M 80K –
ALPHABET INC CAP STK CL A 3M 16K –
FISERV INC COM 3M 19K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 8K –
COMERICA INC COM 3M 64K –
ISHARES TR FLTG RATE NT ETF 3M 66K –
NIKE INC CL B 3M 45K –
APPLIED MATLS INC COM 3M 14K –
AUTOMATIC DATA PROCESSING IN COM 3M 14K –
AIR PRODS & CHEMS INC COM 4M 14K –
HOME DEPOT INC COM 4M 10K –
AMGEN INC COM 4M 11K –
VALMONT INDS INC COM 4M 14K –
AMPHENOL CORP NEW CL A 4M 57K –
L3HARRIS TECHNOLOGIES INC COM 4M 18K –
TRUIST FINL CORP COM 4M 102K –
MCDONALDS CORP COM 4M 16K –
MEDTRONIC PLC SHS 4M 55K –
WALMART INC COM 5M 70K –
AMERICAN EXPRESS CO COM 5M 20K –
IDEXX LABS INC COM 5M 10K –
CISCO SYS INC COM 5M 108K –
ABBOTT LABS COM 5M 49K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 6M 71K –
SCHLUMBERGER LTD COM STK 6M 117K –
GENERAC HLDGS INC COM 6M 43K –
GENTEX CORP COM 6M 173K –
MARVELL TECHNOLOGY INC COM 6M 86K –
ZOETIS INC CL A 6M 36K –
ALPHABET INC CAP STK CL C 7M 36K –
AMAZON COM INC COM 7M 35K –
HONEYWELL INTL INC COM 7M 33K –
SCHWAB CHARLES CORP COM 7M 96K –
INTERNATIONAL BUSINESS MACHS COM 8M 44K –
DANAHER CORPORATION COM 8M 31K –
MICRON TECHNOLOGY INC COM 8M 63K –
HERSHEY CO COM 8M 45K –
PROCTER AND GAMBLE CO COM 8M 51K –
CHURCH & DWIGHT CO INC COM 9M 82K –
PEPSICO INC COM 9M 53K –
HOLOGIC INC COM 10M 131K –
ZSCALER INC COM 11M 58K –
EXXON MOBIL CORP COM 11M 99K –
CHEVRON CORP NEW COM 12M 77K –
COPART INC COM 12M 223K –
STERIS PLC SHS USD 13M 58K –
WOODWARD INC COM 13M 74K –
MERCK & CO INC COM 13M 105K –
ABBVIE INC COM 13M 78K –
PAYCHEX INC COM 14M 117K –
PALANTIR TECHNOLOGIES INC CL A 14M 570K –
VULCAN MATLS CO COM 15M 61K –
THERMO FISHER SCIENTIFIC INC COM 15M 28K –
ALCON AG ORD SHS 16M 177K –
CATERPILLAR INC COM 18M 53K –
RTX CORPORATION COM 18M 180K –
JOHNSON & JOHNSON COM 19M 132K –
WATSCO INC COM 20M 42K –
ECOLAB INC COM 20M 84K –
STRYKER CORPORATION COM 27M 79K –
JPMORGAN CHASE & CO. COM 30M 148K –
MICROSOFT CORP COM 40M 90K –
APPLE INC COM 49M 232K –