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Law & Associates Inc
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CRD # | 105350 |
SEC # | 801-16929 |
CIK # | |
AUM | $214.2 MM (2024-03-29) |
Employees | 6 (50% Investors, 50% Brokers) |
Phone | 301-229-8500 |
Address | 6111 Tulane Ave Glen Echo, MD 20812-1205 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 |