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Lawrence Ross Goodfriend

Miracle Mile Advisors, LLC

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About Lawrence Ross Goodfriend

Lawrence Ross Goodfriend is a registered investment advisor with Miracle Mile Advisors, LLC. Lawrence has been in the financial services industry for over 20 years and is a licensed CPA. Lawrence is a partner in the accounting firm Goodfriend & Jacobs, LLP and has a wealth of experience in financial planning, portfolio management, and tax preparation. Lawrence specializes in working with individuals, families, and businesses. He provides a wide range of services, including financial planning, investment management, retirement planning, and tax preparation. Lawrence is committed to helping his clients achieve their financial goals.

Firm Information

Lawrence Goodfriend is currently registered with Miracle Mile Advisors, LLC. Miracle Mile Advisors, LLC is a registered investment advisor headquartered in Los Angeles, CA. The firm provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, corporations, charitable organizations, and insurance companies. With over 40 advisors and $4.89 billion in regulatory assets under management, Miracle Mile Advisors is committed to providing customized and comprehensive wealth management solutions.
Miracle Mile Advisors, LLC

11300 WEST OLYMPIC BLVD

LOS ANGELES, CA 90064

$4.90B

Assets Under Management

98

Total Clients

43

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lawrence Goodfriend’s Registration & Firm History

CA

07/01/2016 - Present

Miracle Mile Advisors, LLC (SANTA MONICA CA)

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Licenses & Designations

IA

Issued 10/25/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2014

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lawrence Ross Goodfriend.
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