LAW & ASSOCIATES INC
Firm details
- Headquarters
- GLEN ECHO, Maryland
- CRD number
- 105350
- Registered since
- March 22, 1982
- Website
- lawandassociates.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NH
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI61.38%
- Individuals35.85%
- Other0.88%
- Banking / Thrift Institutions0.83%
- Charitable Organizations0.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
LAW & Associates Inc. is an independently owned registered investment adviser that has been SEC-registered since 1982. The firm serves both individual/family and institutional clients, and its advisory scope combines financial planning, portfolio management for individuals and small businesses, periodic publications, and educational workshops. LAW & Associates also operates as an insurance broker, which aligns with its use of insurance products within client solutions. The firm charges a mix of percentage-of-AUM fees alongside hourly, fixed-fee, and other arrangements, and filings indicate it is not an active ESG investor nor a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents9%
- State & Local Bonds6%
- Non-Exchange Traded Equities3%
Owners & executives
1 of 1JANICE HENDERSON
CEOCRD 1998559
Contacts
2 of 2DAVITA ALFORD-COOPER
Vice President of PlanningCRD 1913963
RAMZI BAKLOUTI
Vice President of OperationsCRD 5942494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GLEN ECHO, MD
MONTGOMERY
Location
GLEN ECHO, MD
Headquartered in GLEN ECHO, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 6111 Tulane Ave
- Time zone
- ET (UTC-5)
- Office locations
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