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MERSEREAU, LAZENBY & ROCKAS, L.L.C.
CRD 126139
3469 LAWRENCEVILLE SUWANEE RD, STE B, SUWANEE, GA, 30024, United States
Phone
770-614-6800
Fax
770-614-5432
Registration
— (—)
Source
State registered
Total AUM
$99.0M
Discretionary AUM
$99.0M
Team
13 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $9.3M |
| High net worth individuals | 79 | $58.9M |
All web addresses on file
Official SEC filing: View on IAPD