PPrivate Fund Data Log in Join · $37/mo

Lawley Retirement Advisors, LLC

● SEC registered since 2016CRD 282786SEC# 801-107260Buffalo, NY
Export (members)
Reg. AUM
$1.95B
Employees
11
Accounts
163
Location
Buffalo, NY

Lawley Retirement Advisors, LLC assets under management

Lawley Retirement Advisors, LLC operates as an SEC-registered investment adviser based in Buffalo, NY. The firm has been registered since 2016. It reports $2 billion in regulatory assets under management and employs 11 people.

Lawley Retirement Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
James Joseph Rehak ControlManaging Member, Managing Director, And Chief Compliance OfficerUnder 5%2016
Lawley Parent, LLC ControlOwnerOver 75%2016
Todd Michael Tevens ControlManaging DirectorUnder 5%2016
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Lawley Retirement Advisors, LLC manage?

Lawley Retirement Advisors, LLC reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Lawley Retirement Advisors, LLC have?

Lawley Retirement Advisors, LLC reports 11 employees.

Where is Lawley Retirement Advisors, LLC located?

Lawley Retirement Advisors, LLC is based in Buffalo, NY and has been SEC-registered since 2016.

Does Lawley Retirement Advisors, LLC disclose fund performance?

Lawley Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address361 Delaware Avenue, Buffalo, NY 14202
Phone716-849-8219
Fax716-849-8245
Office hours8:00 a.m. To 4:30 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$31.1M
Non-discretionary$1.92B
Total (RAUM)$1.95B