L
CRD: 311160
Lawrence, Alan
Dallas, TX
9722468994
$26.3M Total AUM
$23.5M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-10-2020
- Office Locations
- 1
Office Locations
-- Dallas TX
About Lawrence, Alan
Lawrence, Alan is a Dallas-based RIA. The firm has been operating for 5 years. Managing $26.3M in total assets under management, with 1 advisory representatives. Services offered include Insurance.
Team overview
-- AVG AGE
$26.3M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Pioneer peak
Investment Vehicles
Summit unison
Services
Wave
Owner & Executives
A
ALAN HUGH LAWRENCE
President
- CRD
- #1449428
- Ownership
- 75% or more
(961) 924-2496
alpha.element@deltacapital.com
in linkedin.com/in/crest-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,488,794 | -- |
| Non-Discretionary | $2,802,594 | -- |
| Total | $26,291,388 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,291,388
Equity - Exchange:
58.5% Cash:
41.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,527,060,101 | 58.5% |
| Cash | $1,792,700,755 | 41.5% |
| Total | $4,319,760,856 | 100.0% |