Insights

Established Expertise Laurus Financial Group has over 67 years of combined advisory experience, demonstrating deep industry knowledge that can appeal to high-net-worth clients seeking trusted financial guidance.

Boutique Growth Potential With a small team of 2-10 employees and revenues ranging from 10 to 25 million dollars, the firm shows significant growth capacity within the competitive financial advisory market.

Modern Technology Stack Utilizing advanced cloud-based and analytics tools like Cloudflare CDN, Google Analytics, and Site24x7 presents opportunities to customize digital marketing strategies and improve client engagement.

Strategic Mergers The 2017 merger with ICS Wealth Management indicates a history of strategic expansion, suggesting openness to partnerships that could facilitate further market penetration and service diversification.

Market Positioning Operating within a competitive landscape alongside large firms like Charles Schwab and Fidelity, Laurus can leverage its personalized, experience-driven approach to attract clients seeking dedicated and empathetic financial advice.

Laurus Financial Group LLC Tech Stack

Laurus Financial Group LLC uses 8 technology products and services including Cloudflare CDN, Lightbox, jQuery, and more. Explore Laurus Financial Group LLC's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Lightbox
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Site24x7
    Real User Monitoring
  • Cloudflare Bot Management
    Security
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Media & News

Laurus Financial Group LLC's Email Address Formats

Laurus Financial Group LLC uses at least 1 format(s):
Laurus Financial Group LLC Email FormatsExamplePercentage
First@lfgadvisors.orgJohn@lfgadvisors.org
88%
FLast@lfgadvisors.orgJDoe@lfgadvisors.org
12%

Frequently Asked Questions

Where is Laurus Financial Group LLC's headquarters located?

Minus sign iconPlus sign icon
Laurus Financial Group LLC's main headquarters is located at 1501 North Broadway Suite 230 Walnut Creek, California 94596 United States. The company has employees across 1 continents, including North America.

What is Laurus Financial Group LLC's phone number?

Minus sign iconPlus sign icon
You can contact Laurus Financial Group LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Laurus Financial Group LLC's official website and social media links?

Minus sign iconPlus sign icon
Laurus Financial Group LLC's official website is lfgadvisors.org and has social profiles on LinkedIn.

What is Laurus Financial Group LLC's NAICS code?

Minus sign iconPlus sign icon
Laurus Financial Group LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Laurus Financial Group LLC have currently?

Minus sign iconPlus sign icon
As of March 2026, Laurus Financial Group LLC has approximately 9 employees across 1 continents, including North America. Key team members include Owner: M. B.. Explore Laurus Financial Group LLC's employee directory with LeadIQ.

What industry does Laurus Financial Group LLC belong to?

Minus sign iconPlus sign icon
Laurus Financial Group LLC operates in the Financial Services industry.

What technology does Laurus Financial Group LLC use?

Minus sign iconPlus sign icon
Laurus Financial Group LLC's tech stack includes Cloudflare CDNLightboxjQuerySite24x7Cloudflare Bot ManagementHSTSGoogle Tag ManagerGoogle Analytics.

What is Laurus Financial Group LLC's email format?

Minus sign iconPlus sign icon
Laurus Financial Group LLC's email format typically follows the pattern of First@lfgadvisors.org. Find more Laurus Financial Group LLC email formats with LeadIQ.

When was Laurus Financial Group LLC founded?

Minus sign iconPlus sign icon
Laurus Financial Group LLC was founded in 2002.

Laurus Financial Group LLC

Financial ServicesCalifornia, United States2-10 Employees

Together, Laurus advisors draw from a collective 67 years of experience managing assets. Our advisors range from Millennial to Boomer giving us a depth and breadth of perspectives to best assist you at any stage of life. Our approach emphasizes innovation and A-level service. Laurus Financial Group was founded by R. Hays Englehart in 2002 and welcomed Craig Weinstein in 2012. In 2017, Laurus merged with ICS Wealth Management, founded by Amir Barar, in a partnership bringing more resources to our clients.
At Laurus Financial Group LLC, we are doing what we love. Watching families reach their goals thanks to our hard work and dedication is a powerful and enjoyable experience for both us and our clients. Our passion shines; our empathy is clear; and it makes us as unique as each one of our clients. We do it because it’s in our DNA, and we want to pay it forward to other families and businesses in need of our services. Laurus Financial Group LLC strives to educate and guide our clients toward financial independence with time-tested judgement and integrity. 

Laurus Financial Group provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Please visit our website https:www.lfgadvisors.org for important disclosures.

Section iconCompany Overview

Headquarters
1501 North Broadway Suite 230 Walnut Creek, California 94596 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Laurus Financial Group LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Laurus Financial Group LLC's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.