Law Finance Group Management Company
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Overview
Law Finance Group Management Company operates as a financial advisor company headquartered in Delray Beach, Florida. It oversees $147.2 million in assets over six customer accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). Law Finance Group Management Company has a small group, including 10 financial advisors. Law Finance Group Management Company is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial investments like options, stocks and bonds.
Law Finance Group Management Company administers more than half of the firm's client assets in a discretionary manner. Discretionary management signifies that transaction judgments are made by a portfolio manager without needing to seek client authorization. The firm also oversees one non-discretionary accounts totaling $59.0 million in AUM. Law Finance Group Management Company supervises an average of $24.5 million in assets for every account. The average financial advisor at Law Finance Group Management Company oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
Law Finance Group Management Company's main office is at 1615 South Congress Ave, Delray Beach, Florida 33445. It is allowed to provide services to customers throughout a number of states, including California, Florida and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Law Finance Group Management Company by the Numbers
$147.2 million
13
6
$24.5 million
Fee Structure
Financial advisory fees are based on which services the firm provides the client. However, fee types billed by the company likely consist of some combination of the following fee types: asset-based or performance-based. Law Finance Group Management Company does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Law Finance Group Management Company provides services to pooled investment vehicles. Out of its six accounts, Law Finance Group Management Company's biggest client type by number of accounts is pooled investment vehicles. None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Law Finance Group Management Company does not have any disclosures.
Please visit its Form ADV for more details.
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