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LOTUSGROUP CAPITAL
1005 S. Gaylord Street
Denver, Colorado 80209
Tel: 720-593-9861
About LOTUSGROUP CAPITAL
LOTUSGROUP CAPITAL, formally registered with the SEC as LOTUSGROUP CAPITAL. The firm was established in 10/29/2018. They have over 2 offices throughout the country.
LOTUSGROUP CAPITAL is a Denver, Colorado based Financial Planning firm with nearly $143,667,814 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298973 |
| SEC# | 801-114198 |
| Assets Managed by Firm | $143,667,814 |
| No. of Clients | 4 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $143,667,814 |
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