TrueAdvisor
TrueAdvisor
CL
CL

Clayton Charles Lawrie

Trac Asset Management LLC
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Insurance PlanningRetirement Planning
Trac Asset Management LLC
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
82 clients
Average Client Portfolio
$701K average
Assets Under Management
$57.5M

Location

2021 Midwest Road, Suite 200, Oak Brook, IL, 60523

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Trac Asset Management LLC
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Kenilworth Asset Management, LLC
December 2008 - December 2015 · 7 yrs
Kenilworth Asset Management, LLC
December 2008 - December 2014 · 6 yrs
CFA Investments
July 2007 - April 2008 · 9 mos
State Registrations6 states
AZFLILOHTXWI
Advisor
Exams
No exam information available for this advisor.