C.j. Lawrence

C.j. Lawrence (CRD# 174034) is a financial advisory firm headquartered in New York, NY. They manage $484,542,067 in 400 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
1330 Avenue Of The Americas, Suite 7a, New York, NY 10019
https://www.cjlawrence.com/
By the Numbers
  • Total Assets Under Management
    485
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $1,211,355
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, IN, LA, MA, ME, MI, NJ, NY, PR, TX, WA

Financial Advisors at C.j. Lawrence
Showing 1 - 1 of 1 top financial advisors.
1
James Moltz, financial advisor New York NY
James E. Moltz
CRD#: 337917
1330 Avenue Of The Americas, Suite 7a, New York, NY 10019

James Moltz (CRD# 337917) is an Investment Advisor Representative working at C.j. Lawrence in New York, NY and has over 25 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.

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