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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2005
- Office Locations
- 1
Office Locations
About Lazarus Financial Planning
Lazarus Financial Planning is a Durham, NC-based independent RIA led by financial planner Jennifer Lazarus. The firm delivers comprehensive financial and investment planning for retail clients, with a focus on entrepreneurs and complex needs such as tax, estate, business succession, insurance, and 529 planning. Portfolios are built with asset allocation using ETFs and mutual funds, with ESG/impact considerations when appropriate; custody includes Schwab and Altruist.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JENNIFER LEE HAUMAN LAZARUS
Financial Planner, Owner
- CRD
- #4827313
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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