M
CRD: 126139
Mersereau, Lazenby & Rockas, L.l.c.
$99.0M Total AUM
$99.0M Disc. AUM
-- 3Y CAGR
13 Employees
143 ADV. Clients
32 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-1994
- Office Locations
- 1
Office Locations
3469 Lawrenceville-Suwanee RD Suwanee GA
About Mersereau, Lazenby & Rockas, L.l.c.
MLR Financial Partners is a fee-only financial planning firm in Suwanee, GA serving clients across northeast metro Atlanta. The firm provides personal financial planning, retirement planning, investment management, and tax preparation, with portfolios implemented using vehicles such as ETFs and mutual funds; custody includes Charles Schwab.
Team overview
49 AVG AGE
$49.5M AVG AUM / ADVISOR
$692.4K AVG AUM / CLIENT
17.9 yrs AVG TENURE
13 Employees
2 Advisory Reps
2 RIA Reps
32yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Laura Elizabeth Rockas
Managing Member
- CRD
- #6568812
- Ownership
- 25% but less than 50%
Available
Available
Available
L
Lois Lazenby
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 4 owners & executives
Unlock allContacts
T
TIMOTHY DAGGETT MERSEREAU
Investment Advisor
- CRD
- #4658151
Available
Available
Available
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,019,464 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,019,464 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing