Law & Associates Inc

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Assets, Funds, Holdings

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Law & Associates Inc
CRD #105350
SEC #801-16929
CIK #
AUM $214.2 MM (2024-03-29)
Employees 6 (50% Investors, 50% Brokers)
Phone301-229-8500
Address6111 Tulane Ave
Glen Echo, MD 20812-1205
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 140 50.3
(b) Individuals (high net worth individuals) 119 161.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 2.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,018 214.2
By Discretionary
Discretionary 0 0.0
Non-Discretionary 1,018 214.2
Total 1,018 214.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 214.2
Total 1,018 214.2
Comparable Firms State AUM ($BB)
Krane Financial Solutions LLC
CA 0.2
Stonebridge Financial Planning Group LLC
FL 0.2
Vital Wealth Management LLC
IL 0.2
Monumental Financial Group Inc
MD 0.2
Nomad Fintech Inc
CA 0.2
Chronim Investments Inc
TX 0.2
Trunorth Financial Services Inc
PA 0.2
Portsmouth-Smartlife Financial Group LLC
CT 0.2
Welch Investment Group LLC
OR 0.2
Ramiah Investment Group Inc
WI 0.2
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