← Back to searchVisit website
LAWRENCE, ALAN
CRD 311160
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$26.3M
Discretionary AUM
$23.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $24.7M |
| Pension/profit sharing plans | 1 | $1.6M |
All web addresses on file
Official SEC filing: View on IAPD