Tech stack
No one at Lawley Retirement Advisors has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
P
Principal Financial Group
Per Form ADV · $371M held · filed Aug 2024
Fidelity
Per Form ADV · $294M held · filed Aug 2024
T
T. Rowe Price Associates, Inc.
Per Form ADV · $170M held · filed Aug 2024