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BARTLETT, LAWRENCE E
BARTLETT, LAWRENCE EUGENE
CRD 136282
150 N. SANTA ANITA AVE, SUITE 300, ARCADIA, CA, 91006, United States
Phone
626-821-1804
Fax
626-821-1838
Registration
— (—)
Source
State registered
Total AUM
$700K
Discretionary AUM
$700K
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; SUBJECT TO NEGOTIATION
Org form
Sole Proprietorship
Filing date
2026-06-01
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $700K |
Official SEC filing: View on IAPD