Lawrence Financial Services
Firm details
- Headquarters
- ,
- CRD number
- 118072
- Website
- www.lawrencewealth.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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