Lawrence Chazen is a registered investment advisor at Lawrence J. Chazen, INC., based in Carmel, CA, with 28 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 4 clients with $35M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6 Th and Mission Street, Second Floor, Carmel, CA, 93921
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lawrence is the CFO of Carmel Restaurant Group and a trustee of trusts. These activities take a few hours per week and do not create conflicts with the duties of Lawrence J Chazen Inc.
Employment History
Current Registrations
Lawrence J. Chazen, INC.
Previous Registrations
Lawrence J. Chazen, INC.
State Registrations1 state
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