Lawrence Financial Services

Overview

Lawrence Financial Services operates as a sole proprietorship, focusing primarily on portfolio management for individuals and small businesses. The firm does not classify itself under a specific category, which indicates a flexible approach to investment management. It operates on a fee structure based on a percentage of assets under management (AUM). While the firm does not actively engage in ESG investing, it does utilize third-party external alternative investment managers, specifically hedge funds, to diversify its investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices