LAWRENCE FINANCIAL PLANNING, LLC
CRD #127486 SEC #801-120512 TAMPA, FL 813-961-4930
SEC Registered
Total AUM
$114.6M
Discretionary
$6.4M
Employees
5
Clients
51
Accounts
76
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $114.6M | $6.4M | $108.2M | 5 | 9 |
| Feb 2023 | $114.6M | $6.4M | $108.2M | 5 | 9 |
| Feb 2023 | $114.6M | $6.4M | $108.2M | 5 | 9 |
| Apr 2022 | $125.4M | $7.4M | $118.1M | 5 | 9 |
| Mar 2022 | $125.4M | $7.4M | $118.1M | 5 | 9 |
| Jan 2022 | $110.9M | $8.1M | $102.8M | 6 | 9 |
| Mar 2021 | $110.9M | $8.1M | $102.8M | 6 | 9 |
| Feb 2021 | $110.9M | $8.1M | $102.8M | 6 | 9 |
DateFeb 2023
Total AUM$114.6M
Discretionary$6.4M
Non-Disc.$108.2M
Employees5
Clients9
DateFeb 2023
Total AUM$114.6M
Discretionary$6.4M
Non-Disc.$108.2M
Employees5
Clients9
DateFeb 2023
Total AUM$114.6M
Discretionary$6.4M
Non-Disc.$108.2M
Employees5
Clients9
DateApr 2022
Total AUM$125.4M
Discretionary$7.4M
Non-Disc.$118.1M
Employees5
Clients9
DateMar 2022
Total AUM$125.4M
Discretionary$7.4M
Non-Disc.$118.1M
Employees5
Clients9
DateJan 2022
Total AUM$110.9M
Discretionary$8.1M
Non-Disc.$102.8M
Employees6
Clients9
DateMar 2021
Total AUM$110.9M
Discretionary$8.1M
Non-Disc.$102.8M
Employees6
Clients9
DateFeb 2021
Total AUM$110.9M
Discretionary$8.1M
Non-Disc.$102.8M
Employees6
Clients9