Lawton Retirement Plan Consultants, LLC

RIASEC Registered
Total AUM
$38.5M
Discretionary
$0
0% of AUM
Avg account
$12.8M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
164342
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, ALERUS SECURITIES CORPORATION, MID ATLANTIC CAPITAL CORPORATION
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension Consulting

Firm profile

FINTRX

Overview

Lawton Retirement Plan Consultants, LLC is an owner-operated limited liability company that serves institutional clients with an emphasis on pension consulting services. The firm bills through a mix of fee structures — percentage of assets under management, hourly charges, fixed fees and other arrangements — and reports operating without an active ESG investing stance. The firm identifies as a non-capital-allocating adviser and does not present itself as a multi-state or related adviser in the available records.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • Robert Lawton

    Robert Lawton

    Founder & PresidentCRD 5214122

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth