Lotusgroup Advisors

RIASEC RegisteredEst. 2017

Total AUM

$286M

Discretionary

$218M

76% of AUM

Avg account

$397K

Accounts

720

Employees

Advisory reps

Firm details

Headquarters: Denver, Colorado
CRD number: 143379
Registered since: August 28, 2017
Website: www.lgadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI83.13%
Individuals15.36%
Corporations / Businesses1.47%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lotusgroup Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm registered with the SEC in 2017 and markets itself as a capital allocator for individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. Fee arrangements include a percentage-of-AUM component along with other fee structures. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser. Lotusgroup Advisors also has roles beyond sub-advising: it is affiliated as an investment adviser and sponsor and serves as a general partner/managing member of pooled investment vehicles.