Lawrence Lempert, financial advisor Conshohocken PA

Lawrence Lempert

CRD Number: 4860552
Current Firm: Arin Risk Advisors LLC

Lawrence Lempert (CRD# 4860552) is an Investment Advisor Representative working at Arin Risk Advisors LLC in Conshohocken, PA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lx2 LLC Conshohocken, PA Mar 2012 - Current 12
Arin Risk Advisors, LLC West Conshohocken, PA Oct 2011 - Current 12
Bullock Capital LLC Philadelphia, PA Sep 2004 - Dec 2016 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Lawrence H. Lempert
Phone Number: 610.822.3400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    345
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $31,392,963
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

PA

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