Lawrence
Lempert

Arin Risk Advisors LLC

CRD#4860552
Investment Advisor
in Conshohocken, PA

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About this Advisor

Lawrence Lempert is a financial advisor working out of Conshohocken, Pennsylvania with a total of 11 years of relevant experience. Lempert is an employee of Arin Risk Advisors LLC. Lempert has gained experience at Bullock Capital LLC, Arin Risk Advisors, LLC and Lx2 LLC. Lempert maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Pennsylvania. Arin Risk Advisors LLC is a business operating out of Conshohocken, PA. It controls $345 million in total assets between its 11 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 11 client accounts, 36% are held by high-net-worth investors who have more than $1 million in investable assets. Arin Risk Advisors LLC has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules usually vary depending on the type of financial services provided. However, fees billed by Arin Risk Advisors LLC likely are comprised of some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1100 East Hector Street Suite 215
Conshohocken, PA 19428

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Arin Risk Advisors LLC Brokerage Details

Total Assets Under Management

$345,322,591

PA Average: $15,833,994,310
Total Number of Employees

6

PA Average: 41
Total Number of Accounts

11

PA Average: 3,342
Average Account Size

$31,392,963

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Lawrence Lempert Work History

Lawrence has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Lx2 LLC

2011 - Present (13 years)

Arin Risk Advisors, LLC

2004 - 2016 (12 years)

Bullock Capital LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lawrence Lempert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arin Risk Advisors LLC

James Hennelly
Conshohocken, PA
Ryan Bailey
Conshohocken, PA
Lawrence Lempert
Conshohocken, PA
Joseph Desipio
Conshohocken, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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