Lawrence Wealth Management
Lawrence Wealth Management (CRD# 147228) is a financial advisory firm headquartered in Dillon, CO. They manage $64,378,840 in 162 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management64MILLION
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Total Number of Accounts162ACCOUNTS
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Average Account Value$397,400
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, PA
Financial Advisors at Lawrence Wealth Management
1
Richard Lawrence (CRD# 1751936) is an Investment Advisor Representative working at Lawrence Wealth Management in Dillon, CO and has over 34 years of experience in the finance industry.
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