|
⚲
|
| Lawley Retirement Advisors LLC
✚
|
|
|---|---|
| CRD # | 282786 |
| SEC # | 801-107260 |
| CIK # | |
| AUM | $1.3 BB (2023-03-19) |
| Employees | 5 (60% Investors, 100% Brokers) |
| Phone | 716-849-8219 |
| Address | 361 Delaware Avenue Buffalo, NY 14202 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 136 | 1,296.9 |
| (n) Other | 0 | 0.0 |
| Total | 137 | 1,301.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 137 | 1,301.1 |
| Total | 137 | 1,301.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,301.1 | |
| Total | 137 | 1,301.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sentry Investment Management LLC
✚
|
WI | 1.3 |
|
Cohen & Company Financial Management LLC
✚
|
NY | 1.3 |
|
Kyobo Life Asset Management America Co Ltd
✚
|
NY | 1.3 |
|
Pershing Square GP LLC
✚
|
NY | 1.3 |
|
Virtus ETF Advisers LLC
✚
|
NY | 1.3 |
|
Broadshore Capital Partners LLC
✚
|
CA | 1.3 |
|
Crossingbridge Advisors LLC
✚
|
NY | 1.3 |
|
Radian Capital LLC
✚
|
NY | 1.3 |
|
Ponder Investment Co
✚
|
TN | 1.3 |
|
Oxford Lane Management LLC
✚
|
CT | 1.3 |