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Building 2C.J. LAWRENCE

Map pinNEW YORK, NY
Phone1-877-466-1783
NotebookSEC #801-80786
Total AUM
$591.5M
Employees
7
Clients
386

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1330 AVENUE OF THE AMERICAS
SUITE 7A
NEW YORK
NY 10019
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
1-877-466-1783

ReceiptFinancials

Total AUM
$591.5M
Accounts
386
Discretionary
$591.5M
Accounts
386
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
344
AUM
$478.8M
Pension/Profit Sharing Plan Clients
10
AUM
$10.7M
Charitable Organization Clients
6
AUM
$25.2M
Corporation or Business Clients
26
AUM
$76.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLINLAMAMEMINJNYPRTXWA

HandshakeAffiliates

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

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