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
FINTRXOverview
Lawton Retirement Plan Consultants, LLC is an individual-owned limited liability company that operates as an institutional registered investment adviser focused on serving institutional clients. The firm lists pension consulting services among its advisory activities and charges fees using multiple structures, including a percentage-of-assets model as well as hourly and fixed-fee arrangements. It does not identify as an active ESG investor.
Assets & Accounts
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
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Robert Lawton
Founder & PresidentCRD 5214122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Manley Capital Management, LLC
RIAAUM $38.5MTEAM 1REPS 1
Harper Financial Strategies, LLC
RIAAUM $38.6MTEAM 2REPS 2
Relevant Financial Advisors LLC
RIAElkhart, IN
AUM $38.6MTEAM 1REPS 1
Greenside Financial, Ltd
RIAAUM $38.6MTEAM 1REPS 1
Cantebury Capital, Inc.
RIAAUM $38.5MTEAM 1REPS 1
Centorbi Financial Group, Inc.
RIAO Fallon, MO
AUM $38.6MTEAM 1REPS 1