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Lawrence Eric Epstein

ORINDA ASSET MANAGEMENT LLC·LAFAYETTE, California
Unclaimed Profile
3390 MT DIABLO BLVD STE 250, LAFAYETTE, CA 94549-4006CRD# 1312135Firm CRD# 154908
01

About

Lawrence Eric Epstein is a registered financial advisor based in LAFAYETTE, California, affiliated with ORINDA ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
03

Firm Overview

Firm
ORINDA ASSET MANAGEMENT LLC
ORINDA ASSET MANAGEMENT LLC
AUM
$171M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ORINDA ASSET MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Other: MARKETING SUPPORT SERVICES FEE
Regulatory
SEC/IARD CRD# 1312135
Firm CRD# 154908
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lawrence Eric Epstein offer?
Lawrence Eric Epstein specializes in Investment Management. Contact their office in LAFAYETTE, California for a consultation.
What are Lawrence Eric Epstein's credentials?
Lawrence Eric Epstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Eric Epstein located?
Lawrence Eric Epstein is based in LAFAYETTE, California, working with ORINDA ASSET MANAGEMENT LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Lawrence Eric Epstein charge for services?
Lawrence Eric Epstein's firm is compensated through percentage of aum, other: marketing support services fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ORINDA ASSET MANAGEMENT LLC?
ORINDA ASSET MANAGEMENT LLC has approximately 6 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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