Bartlett, Lawrence E
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$700,000
Clients
0
Advisors
1
of 1 employees
About
The firm provides discretionary investment supervisory services to individuals, corporations, and charitable organizations and has historically managed retirement accounts and a non-profit foundation. It focuses on securities portfolio management and delivers regular account reviews and semi-annual performance reporting.
The firm employs a long‑only U.S. common‑stock strategy with a growth and momentum orientation, combining fundamental research with technical analysis and placing heavier weight on technical conditions in down markets. Portfolio tactics may include ADRs, use of high‑dividend stocks as a substitute for bonds, occasional covered calls, and, with client consent, margin or listed options.
The proprietor is a California‑licensed certified public accountant with decades of accounting experience and ongoing work with corporate and non‑profit clients, a credential that is uncommon among solo independent advisers. The firm’s deliberate restriction to U.S. common stocks (excluding bonds, municipal securities, short positions, commodities, and most derivatives) together with its service to a foundation and experience with retirement accounts distinguishes its client mix and advisory profile from many peers.
Client services
Expertise
Fee options
1.0% annually
Main office
150 N. Santa Anita Ave, Suite 300
Arcadia CA 91006
Advisors at this office
1
Most active in
California
Also doing business as
Bartlett, Lawrence E · Bartlett, Lawrence Eubene · Bartlett, Lawrence Eugene
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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