LAWRENCE, ALAN

LAWRENCE, ALAN is an SEC-registered investment adviser (CRD 311160). Regulatory assets under management: $26.3M.

Registration

• CRD: 311160
• Type: Registered investment adviser
• Phone: 972-246-8994
• Latest filing: 2026-03-10
• Regulatory AUM: $26.3M
• Discretionary AUM: $23.5M
• Non-discretionary AUM: $2.8M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311160 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search