Unclaimed Profile

Toni D Rooney

LAWRENCE CAPITAL MANAGEMENT, INC.·JACKSON, Wyoming

Clean recordLAWRENCE CAPITAL MANAGEMENT, INC.

3185 W. INDIAN TERRACE DRIVE, JACKSON, WY 83002CRD# 6607562Firm CRD# 106123

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Toni D Rooney · JACKSON, WY

Registration

CRD #6607562 · LAWRENCE CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

LAWRENCE CAPITAL MANAGEMENT, INC.

AUM

$33M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LAWRENCE CAPITAL MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6607562

Firm CRD# 106123

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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