L
CRD: 105350
LAW & Associates INC
Glen Echo, MD, 20812
3012298500
$326.6M Total AUM
$0 Disc. AUM
12.4% 3Y CAGR
6 Employees
319 ADV. Clients
44 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-22-1982
- Office Locations
- 1
Office Locations
6111 Tulane AVE Glen Echo MD
About LAW & Associates INC
LAW & Associates INC is a Glen Echo-based RIA. The firm has been operating for 44 years. Managing $326.6M in total assets under management, with 3 advisory representatives. They custody assets with American Funds and Raymond James. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
61 AVG AGE
$108.9M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5.8 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
44yrs Firm Age
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Asset Classes
Foundation matrix
Client Personas
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Investment Themes
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Investment Vehicles
Insight
Services
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Owner & Executives
JANICE LYNNE HENDERSON
Chief Compliance Officer, Chief Executive Officer, Director, TREASURER
- CRD
- #1998559
- Ownership
- 75% or more
(459) 559-7991
quantum.vertex@matrixcapital.com
in linkedin.com/in/vital-legacy
Showing 1 of 1 owners & executives
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DAVITA CRYSTAL ALFORD-COOPER
--
- CRD
- #1913963
(318) 783-6376
ridge.timber@beaconcapital.com
in linkedin.com/in/peak-pioneer
R
RAMZI BENMOKHTAR BAKLOUTI
Vice President
- CRD
- #5942494
(461) 703-2647
beacon.pathway@optimacapital.com
in linkedin.com/in/vital-crest
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $326,576,439 | $196,970 |
| Total | $326,576,439 | $196,970 |
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Separately Managed Accounts
Total SMA Asset: $326,576,439
Equity - Exchange:
9.4% Public Funds:
14.1% Cash:
23.2% Municipal Bonds:
10.7% Equity - OTC:
8.9% Corporate - Investment Grade:
20.8% Other:
8.3% Other:
4.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $43,169,712 | 9.4% |
| Public Funds | $64,754,568 | 14.1% |
| Cash | $106,546,523 | 23.2% |
| Municipal Bonds | $49,139,991 | 10.7% |
| Equity - OTC | $40,873,451 | 8.9% |
| Corporate - Investment Grade | $95,524,469 | 20.8% |
| Other | $38,117,937 | 8.3% |
| Other | $21,125,602 | 4.6% |
| Total | $459,252,253 | 100.0% |