LAWRENCE FINANCIAL PLANNING, LLC
Adviser information for LAWRENCE FINANCIAL PLANNING, LLC last updated from Form ADV on February 23rd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 5 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 4 | $6.4M |
Non-Discretionary | 72 | $108.2M |
Total | 76 | $114.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 65 | $56.3M |
HNW Individuals | 11 | $58.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 9 |
No. of Non-U.S. Clients | 5 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops |
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Compensation | Hourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-120512 |
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SEC ERA File Number | 801-120512 |
SEC CIK Numbers | None |
SEC CRD Numbers | 127486 |
Legal Entity Identifier | None |
Principal Office
8565 WEST LINEBAUGH AVENUETAMPA
FL
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: 813-961-4930, Fax: 813-961-4930
Chief Compliance Officer
JULIE LAWRENCE
PRESIDENT
8565 WEST LINEBAUGH AVENUE
TAMPA
FL
United States
Tel:
(813) 961-4930
J********@****************************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
LAWRENCE, JULIE, WILKINSON | Individual | – | PARTNER & CCO | 03/2008 | > 75% |