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| Happy Holidays!! thanks for using AUM13F!! |
| Law & Associates Inc
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| CRD # | 105350 |
| SEC # | 801-16929 |
| CIK # | |
| AUM | $304.6 M (2025-03-20) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 301-229-8500 |
| Address | 6111 Tulane Ave Glen Echo, MD 20812-1205 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 50.5 |
| (b) Individuals (high net worth individuals) | 119 | 251.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,623 | 304.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,623 | 304.6 |
| Total | 1,623 | 304.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.6 | |
| Total | 1,623 | 304.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TULL Financial Group Inc
✚
|
VA | 0.3 |
|
Golden Reserve Retirement LLC
✚
|
OH | 0.3 |
|
Landmark Wealth Management LLC
✚
|
NY | 0.3 |
|
Dorval Corporation
✚
|
MN | 0.3 |
|
Comprehensive Wealth Management LLC
✚
|
WA | 0.3 |
|
Commonwealth Retirement Investments LLC
✚
|
VA | 0.3 |
|
Benchmark Investment Advisors LLC
✚
|
IL | 0.3 |
|
Cordant Inc
✚
|
OR | 0.3 |
|
Prairie Sky Financial Group LLC
✚
|
IL | 0.3 |
|
Dentgroup LLC
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|
LA | 0.3 |