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
http://www.lorenzfinancialservices.com/
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Lorenz Financial
Showing 1 - 1 of 1 top financial advisors.
1
Mark Lorenz, financial advisor West Lafayette IN
Mark S. Lorenz
CRD#: 6676101
West Lafayette, IN

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.

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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