Investment adviser · CRD 343749
LAFAYETTE SQUARE FINANCIAL ADVISORS, INC.
Investment adviser filing (IA)
WALNUT CREEK, CA, United States · Form ADV filed Aug 24, 2026
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2950 CAMINO DIABLO,, SUITE 220WALNUT CREEK, CA, 94597, United States
CRD 343749
Filing source
Form ADV 2127659 · Aug 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.