LAWRENCE FINANCIAL PLANNING, LLC

LAWRENCE FINANCIAL PLANNING, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 127486). Regulatory assets under management: $114.6M.

Registration

• CRD: 127486
• SEC file number: 801-120512
• Type: Registered investment adviser
• Location: 8565 WEST LINEBAUGH AVENUE, TAMPA, FL, 33625
• Phone: 813-961-4930
• Latest filing: 2023-02-23
• Regulatory AUM: $114.6M
• Discretionary AUM: $6.4M
• Non-discretionary AUM: $108.2M
• Clients: 5
• Accounts: 76

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 127486 on SEC IAPD (source of record)
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