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Rodman David Lawrence (Alliance)


Rodman David Lawrence is an adviser based in Alliance. It manages $52 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Rodman David Lawrence provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rodman David Lawrence: assets under management

The assets under management (AUM) of Rodman David Lawrence is $52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.49 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rodman David Lawrence for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Alliance

The principal office where Rodman David Lawrence performs its advisory services is located at 1630 S. Union Ave, Alliance, OH 44601, 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 330-821-4530 or by fax 330-821-7846. The normal business hours are 9 am to 5 pm on Monday - Friday.


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