LAWRENCE J. CHAZEN, INC.

Overview

Lawrence J. Chazen, Inc. operates as a small, owner-run wealth management firm that focuses on portfolio management for individuals and small businesses. The firm uses a fixed-fee structure rather than asset-based or performance fees and conducts business activities categorized as other financial product sales. Investment activity is tilted heavily toward publicly traded equities, with a clear preference for exchange-traded instruments. The adviser is not positioned as an ESG-driven investor, and its client base is concentrated among a very small number of high-net-worth households. The firm’s investment posture looks tactical but simple: maintain core equity exposure through liquid, exchange-traded positions while supplementing portfolios with external real estate allocations for diversification and income. Given the compact client roster and full discretionary mandate, Lawrence J. Chazen is structured to deliver highly personalized portfolio management and execution for each client relationship.

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Public Holdings

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Location & Offices