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 $17,546,103 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $142,651
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Caleb Lawrence Registered Investment Adviser Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Caleb Lawrence
CRD#: 2801527
5321 Scotts Valley Drive, Scotts Valley, CA 95066
93
Wealthminder
score

Caleb Lawrence (CRD# 2801527) is an Investment Advisor Representative working at Caleb Lawrence Registered Investment Adviser Inc. in Scotts Valley, CA and has over 20 years of experience in the finance industry.

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