CRD: 118072
Lawrence Financial Services
$100.0K Total AUM
$100.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
32 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-1993
- Office Locations
- 1
Office Locations
-- SAN Miguel DE Allende --
About Lawrence Financial Services
Lawrence Financial is a financing advisory firm with 30+ years helping companies secure capital for growth, acquisitions, and restructurings. The team sources and negotiates debt solutions across commercial banks, hedge funds, and asset-based lenders, including asset- and real-estate/equipment-backed structures. Notably, it does not require exclusivity, allowing clients to shop term sheets, and it moves quickly in complex situations.
Team overview
-- AVG AGE
$100.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
32.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
32yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
LARRY LAWRENCE
President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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