LATERAL INVESTMENT MANAGEMENT, LLC

400 South El Camino Real
Suite 1100
San Mateo, California 94402
Tel: 650-396-2200

About LATERAL INVESTMENT MANAGEMENT, LLC

LATERAL INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as LATERAL INVESTMENT MANAGEMENT, LLC. The firm was established in 01/23/2018. They have over 1 offices throughout the country.

LATERAL INVESTMENT MANAGEMENT, LLC is a San Mateo, California based Financial Planning firm with nearly $766,002,007 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159649
SEC#	801-112357
Assets Managed by Firm	$766,002,007
No. of Clients	19
No. of Advisors	20

Fee Structure

A percentage of AUM
Performance Based
Other (A PERCENTAGE OF COMMITTED AND/OR INVESTED CAPITAL)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	19	$766,002,007

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