Overview
Assets Under Management: $111 million
High-Net-Worth Clients: 16
Average Client Assets: $6.8 million
Frequently Asked Questions
LAWTON ASSET MANAGEMENT, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126153), LAWTON ASSET MANAGEMENT, INC is subject to fiduciary duty under federal law.
LAWTON ASSET MANAGEMENT, INC serves 16 high-net-worth clients according to their SEC filing dated March 07, 2018. View client details ↓
According to their SEC Form ADV, LAWTON ASSET MANAGEMENT, INC offers portfolio management for individuals and selection of other advisors. View all service details ↓
LAWTON ASSET MANAGEMENT, INC manages $111 million in client assets according to their SEC filing dated March 07, 2018.
According to their SEC Form ADV, LAWTON ASSET MANAGEMENT, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.44%
Average Client Assets: $6.8 million
Total Client Accounts: 46
Discretionary Accounts: 46
Regulatory Filings
CRD Number: 126153
Filing ID: 1168199
Last Filing Date: 2018-03-07 17:46:00