Insights

Integrated Wealth The firm offers comprehensive wealth planning, asset management, and risk/benefits services, presenting cross-sell opportunities to clients who need cohesive financial life stewardship and could benefit from expanded executive and employee benefits.

Family Governance Emphasize family governance and holistic planning as a differentiator, opening conversations around succession planning, multi-generational wealth transfer, and integrated financial decisions for high-net-worth individuals and family offices.

Mid-Sized Focus With 11-50 employees and revenue in the mid six-figures to low seven-figures range, target similar-sized businesses and professionals (SMBs) who require outsourced financial leadership, advisory services, and scalable benefit programs.

Legacy Detroit Founded in 1940 and long-standing in Detroit, leverage the firm’s established regional presence to penetrate local professional networks, CPA firms, and small business communities seeking trusted stewardship.

Tech Stack Alignment Current technology stack (WordPress, Shopify, analytics, and recruitment tools) indicates openness to digital marketing and client experience enhancements; propose value-added platforms for client portals, data integration, and proactive financial insights.

Similar companies to Lau & Lau Associates, LLC

Lau & Lau Associates, LLC Tech Stack

Lau & Lau Associates, LLC uses 8 technology products and services including Site Kit, iCIMS, jsDelivr, and more. Explore Lau & Lau Associates, LLC's tech stack below.

Lau & Lau Associates, LLC's Email Address Formats

Lau & Lau Associates, LLC uses at least 5 email formats:
Lau & Lau Associates, LLC Email FormatsExamplePercentage
FLast@lau-financial.comJDoe@lau-financial.com
73%
First.Last@lau-financial.comJohn.Doe@lau-financial.com
18%
Last@lau-financial.comDoe@lau-financial.com
9%
FLast@lau-lau.comJDoe@lau-lau.com
88%
Last@lau-lau.comDoe@lau-lau.com
12%

Frequently Asked Questions

What is Lau & Lau Associates, LLC's phone number?

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You can contact Lau & Lau Associates, 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 Lau & Lau Associates, LLC's official website and social media links?

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Lau & Lau Associates, LLC's official website is lau-financial.com and has social profiles on LinkedIn.

How much revenue does Lau & Lau Associates, LLC generate?

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As of September 2026, Lau & Lau Associates, LLC's annual revenue is estimated to be $50M - $100M.

What is Lau & Lau Associates, LLC's NAICS code?

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Lau & Lau Associates, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Lau & Lau Associates, LLC have currently?

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As of September 2026, Lau & Lau Associates, LLC has approximately 23 employees across 3 continents, including North America, Asia and Europe. Key team members include Principal: H. S. Explore Lau & Lau Associates, LLC's employee directory with LeadIQ.

What industry does Lau & Lau Associates, LLC belong to?

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Lau & Lau Associates, LLC operates in the Financial Services industry.

What technology does Lau & Lau Associates, LLC use?

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Lau & Lau Associates, LLC's tech stack includes Site Kit, iCIMS, jsDelivr, WordPress, Redis, Shopify, Google Maps and Piwik PRO Core.

What is Lau & Lau Associates, LLC's email format?

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Lau & Lau Associates, LLC's email format typically follows the pattern of FLast@lau-financial.com. Find more Lau & Lau Associates, LLC email formats with LeadIQ.

When was Lau & Lau Associates, LLC founded?

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Lau & Lau Associates, LLC was founded in 1940.
Lau & Lau Associates, LLC logo

Lau & Lau Associates, LLC

Financial ServicesMichigan, United States11-50 Employees

Lau & Lau Associates, LLC operates in the financial services sector, focusing on integrating all aspects of a client’s financial life through a structured fact-finding process. The firm emphasizes understanding past experiences with money, current circumstances, concerns, goals, and constraints to help clients see how decisions affect other areas of their lives and family governance. Based in Bloomfield Hills, Michigan, the practice serves both individuals and businesses and lays out expertise in wealth planning, asset management, insurance and risk management, employee benefits, and executive benefits. Founded in 1940 in Detroit, the company has a long history of stewardship in financial matters, positioning itself as a comprehensive advisor that coordinates multiple facets of a client’s financial picture.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1940
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Lau & Lau Associates, LLC's revenue is estimated to be in the range of $50M - $100M

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