Landing Financial Group, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 321112
· North Palm Beach, FL
· www.landinggroup.com
☆ Save with Pro
ADV data as of Jul 17, 2026
- Regulatory AUM
- $64.0M
- Discretionary
- $0
- Clients
- 197
- Avg AUM / client
- $325K
- Accounts
- 197
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 186 | $47.3M | 74.0% |
| High net worth individuals | 10 | $16.4M | 25.7% |
| Charitable organizations | 1 | $212K | 0.33% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick William Sandner | Registered representative | Apr 2022 (4y) | ||
| Daniel Mc Daniel | Registered representative | Mar 2024 (2y) | ||
| James Robin Knetsch | Registered representative | Apr 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $63.3M (99% of AUM) Jul 2026
- Fidelity $664K (1% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗