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Lawrence I. Grossman

GROSSMAN, LAWRENCE I·BENICIA, California
Clean recordGROSSMAN, LAWRENCE I
940 ADAMS STREET, SUITE L, BENICIA, CA 94510CRD# 2250720Firm CRD# 128566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence I. Grossman · BENICIA, CA
Registration
CRD #2250720 · GROSSMAN, LAWRENCE I
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lawrence I. Grossman is a registered financial advisor based in BENICIA, California, affiliated with GROSSMAN, LAWRENCE I. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GROSSMAN, LAWRENCE I
GROSSMAN FINANCIAL MANAGEMENT
AUM
$70M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GROSSMAN, LAWRENCE I →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2250720
Firm CRD# 128566
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lawrence I. Grossman offer?
Lawrence I. Grossman specializes in Financial Planning, Investment Management. Contact their office in BENICIA, California for a consultation.
What are Lawrence I. Grossman's credentials?
Lawrence I. Grossman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence I. Grossman located?
Lawrence I. Grossman is based in BENICIA, California, working with GROSSMAN, LAWRENCE I. Their office serves clients in the BENICIA metropolitan area and surrounding communities.
How does Lawrence I. Grossman charge for services?
Lawrence I. Grossman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GROSSMAN, LAWRENCE I?
GROSSMAN, LAWRENCE I has approximately 1 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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