Caleb Lawrence Registered Investment Adviser Inc.
Caleb Lawrence Registered Investment Adviser Inc. (CRD# 108368) is a financial advisory firm headquartered in Scotts Valley, CA. They manage $5,434,970 in 44 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Caleb Lawrence Registered Investment Adviser Inc.
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts44ACCOUNTS
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Average Account Value$123,522
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Caleb Lawrence Registered Investment Adviser Inc.
1
Caleb Lawrence (CRD# 2801527) is an Investment Advisor Representative working at Caleb Lawrence Registered Investment Adviser Inc. in Santa Cruz, CA and has over 27 years of experience in the finance industry.
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