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FINANCIAL STRATEGIES FOR TODAY AND TOMORROW--WEALTH MGMT GROUP
CRD 145117
6 HUTTON CENTRE DRIVE, PENTHOUSE SUITE 1400, SANTA ANA, CA, 92707, United States
Phone
714-368-7494
Fax
714-368-7495
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 1 advisory reps; 98 broker-dealer reps
Clients
0
Fees
Hourly charges; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningSelection of other advisers
All web addresses on file
- https://www.linkedin.com/in/robert-b-lawrence-jr-10bbb592/?msgConversationId=6572313021497118720&msgOverlay=true
- https://www.linkedin.com/in/stephanie-lawrence-a2007311/?msgConversationId=6572313021497118720&msgOverlay=true
- https://www.linkedin.com/company/7598992/admin/?msgConversationId=6572313021497118720&msgOverlay=true
- https://www.linkedin.com/in/robert-b-lawrence-jr-10bbb592/
- HTTP://WWW.FSWMG.COM
Official SEC filing: View on IAPD