Lara, Shull & May, LLC is a large advisory firm based in Falls Church. It manages $375.43 million of regulatory assets for 1,288 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 32 other states.
Lara, Shull & May provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for approximately 700 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lara, Shull & May, LLC is $375.43 million. The firm's AUM has grown by 412% 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 Lara, Shull & May, LLC for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Frank Taylor Iv Shull has been acting as President since 1 Feb 2011. Richard Ronald Romero joined the executive team most recently as the Chief Operating Officer.
The principal office where Lara, Shull & May, LLC performs its advisory services is located at 7600 Leesburg Pike, Falls Church, VA 22043, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-827-2300 or by fax 703-827-2314. The normal business hours are 9:00am - 5:00pm est on Monday - Friday. You can find more information about the New York firm at www.larashullmay.com.