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
216e Mount Hermon Road, Pmb 343, Scotts Valley, CA 95066
http://www.clinvestments.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • 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
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, financial advisor Santa Cruz CA
Caleb Lawrence
CRD#: 2801527
Santa Cruz, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals