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Michael James Lafontaine

AZA Capital Management

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About Michael James Lafontaine

Michael LaFontaine is a registered investment advisor representative with Aza Capital Management. Michael has been with the firm since August 2009. Before joining Aza Capital Management, Michael was with NRP FINANCIAL, INC. and AXA ADVISORS, LLC. Michael has been working in the industry for over 16 years. Michael is licensed to provide investment advice in Illinois, Michigan, and Texas. Michael holds a Series 7 and Series 66 license. Michael specializes in providing financial planning and portfolio management services for individuals and businesses.

Firm Information

Michael Lafontaine is currently registered with AZA Capital Management. AZA Capital Management is a Chicago, Illinois-based investment advisor with approximately $313,786,800 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations.
AZA Capital Management

141 W JACKSON BLVD

CHICAGO, IL 60604

$313.79M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Lafontaine’s Registration & Firm History

IL

07/01/2014 - Present

AZA Capital Management (CHICAGO IL)

IL

12/12/2006 - 08/17/2009

NRP FINANCIAL, INC. (NORTHBROOK IL)

IL

07/07/2006 - 12/01/2006

AXA ADVISORS, LLC (NORTHBROOK IL)

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Licenses & Designations

BOTH

Issued 07/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael James Lafontaine.
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