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Building 2LAWRENCE FINANCIAL PLANNING, LLC

Map pinTAMPA, FL
Phone813-961-4930
NotebookSEC #801-120512
Total AUM
$114.6M
Employees
5
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8565 WEST LINEBAUGH AVENUE
TAMPA
FL 33625
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
813-961-4930

ReceiptFinancials

Total AUM
$114.6M
Accounts
76
Discretionary
$6.4M
Accounts
4
Non-Discretionary
$108.2M
Accounts
72

ContactClients

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Individual Clients
65
AUM
$56.3M
HNW Individual Clients
11
AUM
$58.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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