L
CRD: 119350
Lawrence J. Chazen, Inc.
Carmel, CA, 93921
8316019701
$35.0M Total AUM
$35.0M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
46 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-10-1980
- Office Locations
- 1
Office Locations
6 TH AND Mission Street Second Floor Carmel CA
About Lawrence J. Chazen, Inc.
Lawrence J. Chazen, Inc. is a Carmel-based RIA. The firm has been operating for 46 years. Managing $35.0M in total assets under management, with 1 advisory representatives. They custody assets with US Bank. Services offered include Financial Planning.
Team overview
-- AVG AGE
$35.0M AVG AUM / ADVISOR
$8.8M AVG AUM / CLIENT
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
46yrs Firm Age
Insights
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Asset Classes
Momentum
Investment Vehicles
Oak
Services
Wave eagle
Owner & Executives
L
LAWRENCE JACK CHAZEN
President
- CRD
- #1008375
- Ownership
- 75% or more
(765) 633-6155
signal.beacon@momentumcapital.com
in linkedin.com/in/bridge-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,000,000
Equity - Exchange:
35.5% Cash:
27.9% U.S. Government/Agency:
36.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,078,149,423 | 35.5% |
| Cash | $2,419,165,321 | 27.9% |
| U.S. Government/Agency | $3,173,528,702 | 36.6% |
| Total | $8,670,843,446 | 100.0% |