Updated:
LAURENCE FINANCIAL PLANNING LLC
Laurence Financial Planning LLC is a single-family office structured as a registered investment advisor.
LAURENCE FINANCIAL PLANNING LLC
Laurence Financial Planning LLC is a family office organized as a limited liability company. Public records indicate it was formed in the United States, though its exact founding year and headquarters are not confirmed. The firm's name suggests a principal named Laurence, but no further biographical details are available. The firm appears to operate primarily as a financial planning entity, likely concentrating on asset allocation, tax planning, and estate management for a single family. Without additional disclosure, specific asset-class preferences, portfolio companies, or co-investment activity cannot be verified. The structure as an LLC provides legal separation of the family's wealth from personal liabilities. No recent operational events have been publicly reported. The firm's team size, additional offices, and any adjacent philanthropic vehicles remain undocumented. The lack of online presence limits analysis of its scale or investment posture. The primary structural differentiator is the choice of an RIA-registered LLC format, which mandates regulatory compliance through the SEC or state securities authorities. This provides a governance framework distinct from unregistered family offices, but without further data, the firm's activity is indistinguishable from many small single-family offices.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Frequently asked questions
Who runs investment decisions at Laurence Financial Planning LLC?
The firm is named after a principal likely named Laurence, but no individual names or titles are publicly available. The investment decision-maker is unknown from available public records.
Is Laurence Financial Planning LLC structured as a single family office?
Yes, the firm is registered as a limited liability company, which is a common structure for single-family offices. Its focus on financial planning for a single family aligns with that classification.
What investment stages does Laurence Financial Planning LLC target?
No specific investment stages are disclosed. The firm's name suggests a focus on financial planning rather than venture capital or private equity. It likely handles traditional asset allocation for one family.
Does Laurence Financial Planning LLC make direct investments or fund commitments?
There is no public record of direct investments or fund commitments. The firm may operate solely through financial planning and portfolio management for its single-family client.
How is Laurence Financial Planning LLC regulated?
As an RIA, it is registered with either the SEC or state securities regulators. This requires fiduciary duty and periodic disclosure filings, though no such filings have been located in public databases.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: