Law & Associates Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$317,542,240
Clients
297
Advisors
3
of 6 employees
About
Law & Associates serves individual and high‑net‑worth clients, along with trusts, estates and business entities, offering wealth management that includes comprehensive financial planning, investment advisory and investment management services. The firm reports about $326.6 million in assets under management across roughly 297 client relationships supported by three advisors.
The firm’s investment process is planning‑driven and emphasizes asset allocation and diversification using an Investment Policy Questionnaire to set objectives and risk tolerance. Accounts are implemented through programs and managers available via Raymond James, and Law does not accept discretionary authority over client accounts, administering a substantial portion of assets on a non‑discretionary basis.
Notable features that differentiate the firm include an in‑house Certified Divorce Financial Analyst who provides divorce financial analyses and collaborates with legal teams, and advisory personnel who are registered representatives and licensed to sell insurance, which may lead to commission‑based recommendations disclosed by the firm. Law also participates in multiple Raymond James wrap and managed account programs (including Ambassador, Freedom, RJCS, EHNW, UMA, MDA and OSM), relies exclusively on Raymond James for custody and execution, and discloses receipt of education/marketing support and seminar benefits from the custodian.
Client services
Expertise
Fee options
Flat fees for initial financial planning and renewal financial planning services
Commissions earned from insurance and securities sales via RJFS registered representatives
Up to $400 per hour for financial planning and divorce financial analysis services
Account minimum: $25,000 Minimum fee: Minimum initial year financial planning fee: $3,000 (flat fee, discountable at discretion) Fee-only: Financial planning fees charged as flat fees or hourly rates up to $400/hr
Main office
6111 Tulane Ave
Glen Echo MD 20812-1205
Advisors at this office
3
Most active in
California · Colorado · Delaware · District of Columbia · Florida · Maryland · New Hampshire · New York · North Carolina · Oregon · Pennsylvania · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Janice H
CFP®, Series 63
Glen Echo, MD
Law & Associates Inc
Janice Henderson is a CFP® professional with 30 years of industry experience. She is the CEO and an owner of Law & Associates, Inc. and has previously worked at Raymond James Financial and Raymond James Financial Services. Henderson also holds ownership in an insurance business that manages life and long-term care insurance commissions. Law & Associates, Inc. serves individuals, trusts, estates, and business entities with wealth management services that integrate financial planning, investment advisory, and management. The firm emphasizes a financial-planning framework with diversification and asset allocation and manages client accounts primarily through Raymond James–administered programs on a non-discretionary basis.
Ramzi B
CFP®, Series 63
Glen Echo, MD
Law & Associates Inc
Ramzi Baklouti is a CFP® with 12 years of industry experience, currently serving as Vice President at Law & Associates Inc in Glen Echo, MD. He has been associated with Raymond James Financial Services since 2013. In addition to his advisory role, he prepares investment performance and financial reports for the firm. Law & Associates Inc provides wealth management services to individuals, trusts, estates, and business entities, including specialized Divorce Financial Analysis. The firm emphasizes a financial-planning approach with diversified asset allocation and manages accounts primarily through Raymond James–administered programs on a non-discretionary basis.
Davita A
CFP®, Series 63
Glen Echo, MD
Law & Associates Inc
Davita Alford Cooper is a financial advisor at Law & Associates Inc with 33 years of industry experience. She holds the CFP® designation and Series 63 license. Her prior roles include positions at Raymond James Financial Services and WealthSpire Advisors. Cooper is also the owner and president of The Fishel Group, Inc., a support company focused on financial services and portfolio management. Law & Associates serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing wealth management that includes comprehensive financial planning, investment advisory, and investment management services. The firm employs a planning-driven investment process emphasizing asset allocation and diversification, administering a substantial portion of assets on a non-discretionary basis.
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