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Toni D Rooney

LAWRENCE CAPITAL MANAGEMENT, INC.·JACKSON, Wyoming
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3185 W. INDIAN TERRACE DRIVE, JACKSON, WY 83002CRD# 6607562Firm CRD# 106123
01

About

Toni D Rooney is a registered financial advisor based in JACKSON, Wyoming, affiliated with LAWRENCE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
LAWRENCE CAPITAL MANAGEMENT, INC.
LAWRENCE CAPITAL MANAGEMENT, INC.
AUM
$33M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LAWRENCE CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6607562
Firm CRD# 106123
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Toni D Rooney offer?
Toni D Rooney specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in JACKSON, Wyoming for a consultation.
What are Toni D Rooney's credentials?
Toni D Rooney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Toni D Rooney located?
Toni D Rooney is based in JACKSON, Wyoming, working with LAWRENCE CAPITAL MANAGEMENT, INC.. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Toni D Rooney charge for services?
Toni D Rooney's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAWRENCE CAPITAL MANAGEMENT, INC.?
LAWRENCE CAPITAL MANAGEMENT, INC. has approximately 3 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wyoming
SHERIDAN (54)WILSON (26)CHEYENNE (24)LARAMIE (9)CASPER (7)
City Guides
SHERIDAN GuideWILSON GuideCHEYENNE GuideLARAMIE GuideCASPER Guide
Research
Advisor Fees in WyomingNational Fee Analysis
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