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LOTUSGROUP ADVISORS
1005 S. Gaylord Street
Denver, Colorado 80209
Tel: 720.593.9861
About LOTUSGROUP ADVISORS
LOTUSGROUP ADVISORS, formally registered with the SEC as LOTUSGROUP ADVISORS. The firm was established in 08/28/2017. They have over 2 offices throughout the country.
LOTUSGROUP ADVISORS is a Denver, Colorado based Financial Planning firm with nearly $226,619,872 assets under management, offering retirement planning & investment advisory services to 590 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143379 |
| SEC# | 801-111051 |
| Assets Managed by Firm | $226,619,872 |
| No. of Clients | 590 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Other (FLAT FEES FOR VALUATION OPINION SERVICES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (BUSINESS VALUATION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 590 | $226,619,872 |
| Individuals (other than high net worth individuals) | 92 | $38,246,835 |
| High net worth individuals | 58 | $184,062,785 |
| Charitable organizations | Fewer than 5 clients | $68,100 |
| Corporations or other businesses | Fewer than 5 clients | $4,242,152 |
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