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LATHROP INVESTMENT MANAGEMENT CORP
500 Pleasant Valley Drive
Building D-Suite 101
Little Rock, Arkansas 72227
Tel: 501-227-4930
About LATHROP INVESTMENT MANAGEMENT CORP
LATHROP INVESTMENT MANAGEMENT CORP, formally registered with the SEC as LATHROP INVESTMENT MANAGEMENT CORP. The firm was established in 06/01/1981. They have over 1 offices throughout the country.
LATHROP INVESTMENT MANAGEMENT CORP is a Little Rock, Arkansas based Financial Planning firm with nearly $868,362,753 assets under management, offering retirement planning & investment advisory services to 841 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108327 |
| SEC# | 801-16128 |
| Assets Managed by Firm | $868,362,753 |
| No. of Clients | 841 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 841 | $868,362,753 |
| Individuals (other than high net worth individuals) | 63 | $43,567,518 |
| High net worth individuals | 153 | $507,690,900 |
| Pension and profit sharing plans | 5 | $280,997,304 |
| Charitable organizations | 3 | $9,215,523 |
| Corporations or other businesses | 2 | $26,891,508 |
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