Investment adviser · CRD 127486
LAWRENCE FINANCIAL PLANNING, LLC
Investment adviser filing (IA)
TAMPA, FL, United States · Form ADV filed Feb 23, 2023
- Regulatory AUM
- $115M Form ADV · Item 5.F
- Client accounts
- 76 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 11 | $58,273,610 | 50.9% |
| Individuals | 65 | $56,322,067 | 49.1% |
Filing source
Form ADV 1719003 · Feb 23, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 23, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Hourly · Fixed
Principal office
8565 WEST LINEBAUGH AVENUETAMPA, FL, 33625, United States
CRD 127486
Filing source
Form ADV 1719003 · Feb 23, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.