Law & Associates Inc (Glen Echo)
Law & Associates Inc is a large advisory firm based in Glen Echo. It manages $204.44 million of regulatory assets for 1,523 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Florida, and 7 other states.
Law & Associates provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars and workshops, and divorce planning. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Law & Associates: assets under management
The assets under management (AUM) of Law & Associates Inc is $204.44 million. The company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 49% of the total AUM. The second-largest asset type is investment and business development companies, which make up 33% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Law & Associates Inc for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Janice Lynne Henderson serves?
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Janice Lynne Henderson is high net worth individuals with 85 clients and $133.69 million of assets under management. Among the 7 most similar advisory firms, Law & Associates has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $204.44 million for 337 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Law & Associates doesn't advise any private funds.
Careers at Law & Associates Inc
The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Janice Lynne Henderson has been acting as President since 1 Jun 2008. Sally Elizabeth Law joined the executive team most recently as the Chairman Emeritus.
Direct owners and executive officers
Based in Glen Echo
The principal office where Law & Associates Inc performs its advisory services is located at 6111 Tulane Ave, Glen Echo, MD 20812 1205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number [301]229-8500 or by fax [301]229-8504. The normal business hours are 8:00 a.m. to 6:00 p.m. on Other. You can find more information about the New York firm at lawandassociates.com.
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