Lorenz Financial
Lorenz Financial (CRD# 284421) is a financial advisory firm headquartered in , . They manage $6,800,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lorenz Financial
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts15ACCOUNTS
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Average Account Value$453,333
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Lorenz Financial
1
Mark Lorenz (CRD# 6676101) is an Investment Advisor Representative working at Lorenz Financial in West Lafayette, IN and has over 7 years of experience in the finance industry.
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