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Lawrenz Robert Consulting Service Inc (Rockford)


Lawrenz Robert Consulting Service Inc is a large advisory firm based in Rockford. It manages $86.13 million of regulatory assets for 382 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Lawrenz Robert Consulting Service provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lawrenz Robert Consulting Service: assets under management

The assets under management (AUM) of Lawrenz Robert Consulting Service Inc is $86.13 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $86.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $225.47 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lawrenz Robert Consulting Service Inc for their services and products based on a percentage of assets under management, 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.

Based in Rockford

The principal office where Lawrenz Robert Consulting Service Inc performs its advisory services is located at 5301 E State Street, Rockford, IL 61108, which is also the mailing address of the firm. An additional office of the firm is in Carol Stream, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 815-397-2646 or by fax 815-397-2669. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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