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Lauris Stefans Lambergs

RENAISSANCE WEALTH ADVISORS, LLC·NEWTON, Massachusetts
Unclaimed Profile
275 GROVE STREET, NEWTON, MA 02466CRD# 4001420Firm CRD# 300007
01

About

Lauris Stefans Lambergs is a registered financial advisor based in NEWTON, Massachusetts, affiliated with RENAISSANCE WEALTH ADVISORS, LLC. 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
03

Firm Overview

Firm
RENAISSANCE WEALTH ADVISORS, LLC
RENAISSANCE WEALTH ADVISORS, LLC
AUM
$4M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at RENAISSANCE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4001420
Firm CRD# 300007
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lauris Stefans Lambergs offer?
Lauris Stefans Lambergs specializes in Financial Planning, Investment Management. Contact their office in NEWTON, Massachusetts for a consultation.
What are Lauris Stefans Lambergs's credentials?
Lauris Stefans Lambergs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauris Stefans Lambergs located?
Lauris Stefans Lambergs is based in NEWTON, Massachusetts, working with RENAISSANCE WEALTH ADVISORS, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Lauris Stefans Lambergs charge for services?
Lauris Stefans Lambergs's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RENAISSANCE WEALTH ADVISORS, LLC?
RENAISSANCE WEALTH ADVISORS, LLC has approximately 2 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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