Lawley Retirement Advisors LLC

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Assets, Funds, Holdings

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Lawley Retirement Advisors LLC
CRD #282786
SEC #801-107260
CIK #
AUM $1.3 BB (2023-03-19)
Employees 5 (60% Investors, 100% Brokers)
Phone716-849-8219
Address361 Delaware Avenue
Buffalo, NY 14202
Source [IAPD] [Website]
Total AUM ($MM)
1500120090060030002010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 1 4.2
(h) Charitable organizations 0 0.0
(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 136 1,296.9
(n) Other 0 0.0
Total 137 1,301.1
By Discretionary
Discretionary 0 0.0
Non-Discretionary 137 1,301.1
Total 137 1,301.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,301.1
Total 137 1,301.1
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