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C.J. Lawrence is a New York based investment management boutique providing platinum level service and investment portfolio customization to individuals, families, and institutions. With a legacy that dates back to 1864, C.J. Lawrence was re-launched in 2014 as an independent SEC registered investment adviser. The firm combines the talents of a highly experienced portfolio management team with an environment centered only on delivering optimal results for our clients. Full Disclosure: Nothing on this site should be considered advice, research or an invitation to buy or sell securities, refer to terms and conditions page for a full disclaimer at https://cjlawrence.com/terms-conditions/.

Website https://www.cjlawrence.com
Revenue $1 million
Employees 4 (4 on RocketReach)
Founded 2014
Address 400 Madison Avenue Suite 6B, New York, New York 10017, US
Phone +1 877-446-1783
Fax (212) 888-2351
Technologies
Industry Financial Services, Finance General, Investment Management, Finance, Investment Portfolio Customization, Portfolio Strategy, Foundations and Endowments, Global Investing, Thematic Investment Portfolios, Estate and Tax Optimization, Bulldog Portfolio, European Select Portfolio, American Renaissance Portfolio, Client Specific Asset Allocation, Investment Research, Unit Investment Trust (UIT), Institutional Investments, SEC Registered Investment Advisor, RIA, Investment Process, Platinum Service
Keywords Investment Management, Portfolio Management, Wealth Management, Investment Advisory, Financial Planning, Portfolio Optimization, Investment Strategies, Asset Allocation, Private Wealth Management, Investment Consulting, Financial Advisory, Retirement Planning, Estate Planning, Tax Planning, Boutique Investment Firm, Family Office Services, Institutional Investing, High Net Worth Individuals, Customized Investment Solutions
Competitors Wells Fargo, J.P. Morgan, Bank of America Merrill Lynch, Citi, Goldman Sachs, UBS, Morgan Stanley, Barclays Private Bank, Deutsche Bank, Credit Suisse +40 more (view full list)
SIC SIC Code 67 Companies, SIC Code 672 Companies
NAICS NAICS Code 52591 Companies, NAICS Code 525 Companies, NAICS Code 52 Companies, NAICS Code 5259 Companies

C.J. Lawrence Questions

The C.J. Lawrence annual revenue was $1 million in 2026.

Meredith Nems is the VP of C.J. Lawrence.

4 people are employed at C.J. Lawrence.

C.J. Lawrence is based in New York, New York.

The NAICS codes for C.J. Lawrence are [52591, 525, 52, 5259].

The SIC codes for C.J. Lawrence are [67, 672].

Top C.J. Lawrence Employees

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