$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2016
- Office Locations
- 1
Office Locations
-- West Lafayette IN
About Lorenz Financial
Lorenz Financial is a fiduciary advisor in the Lafayette/West Lafayette, Indiana area providing financial planning and portfolio management. The firm emphasizes fee alignment, stating its income increases only as client asset values grow. Portfolios are implemented primarily with ETFs alongside investment-grade corporate bonds and cash, with custody support including Fidelity/NFS.
Team overview
70 AVG AGE
$8.5M AVG AUM / ADVISOR
$283.3K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
B
Brenda Kay Lorenz
Director
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Mark Steven Lorenz
Investment Advisor, President
- CRD
- #6676101
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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