LOTUSLAND PROPERTIES
Firm details
- Headquarters
- PALM DESERT, California
- CRD number
- 324016
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Lotusland Properties is organized as a corporation that functions primarily as a capital allocator for individual and family clients. The firm’s stated advisory activity is the selection of other advisers, which indicates it sources and places capital with outside managers rather than operating a large in-house investment platform. The firm is owned by an individual and is classified as unclassified in the available records. Several operational details are notable: the firm is not identified as an active ESG investor, it does not indicate multi-state adviser status, and it is not described as a pension consultant or related adviser. Its fee structure is recorded as "Other," and the firm maintains an industry affiliation with an accountant, suggesting bookkeeping or tax-advisory relationships support its client work.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Adam Ochoa
Chief Compliance OfficerCRD 7653795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALM DESERT, CA
RIVERSIDE
Location
PALM DESERT, CA
Headquartered in PALM DESERT, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- RIVERSIDE
- Address
- 44651 Village Ct
- Time zone
- PT (UTC-8)
- Office locations
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