PROZAN, LAWRENCE IRA
Legal name: PROZAN FINANCIAL SERVICES
CRD #136237 SEC #801-120869 WALNUT CREEK, CA 925-930-3994
SEC Registered
Total AUM
$147.8M
Discretionary
$147.8M
Employees
2
Clients
0
Accounts
243
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $147.8M | $147.8M | $0 | 2 | 0 |
| Nov 2022 | $184.2M | $184.2M | $0 | 2 | 0 |
| Aug 2022 | $184.2M | $184.2M | $0 | 2 | 0 |
| Mar 2022 | $184.2M | $184.2M | $0 | 2 | 0 |
| Nov 2021 | $134.5M | $134.5M | $0 | 2 | 0 |
| Nov 2021 | $134.5M | $134.5M | $0 | 2 | 0 |
| Mar 2021 | $134.5M | $134.5M | $0 | 2 | 0 |
DateMar 2023
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees2
Clients0