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LAW & ASSOCIATES INC

GLEN ECHO, MD · CRD 105350 · IAPD ↗ · lawandassociates.com · [301]229-8500

$326.6MRegulatory AUM
3Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2025 — LAW & ASSOCIATES INC reported RAUM up 42% ($214.2M -> $304.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
December 2024 — LAW & ASSOCIATES INC notice-filed in CO, DE, NH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.