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LOTUS INVESTMENT ADVISORS
80 Theodore Fremd Ave
Rye, New York 10580-2891
Tel: 917-208-8661
About LOTUS INVESTMENT ADVISORS
LOTUS INVESTMENT ADVISORS, formally registered with the SEC as LOTUS INVESTMENT ADVISORS. The firm was established in 08/26/2014. They have over 2 offices throughout the country.
LOTUS INVESTMENT ADVISORS is a Rye, New York based Financial Planning firm with nearly $46,000,000 assets under management, offering retirement planning & investment advisory services to 87 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172638 |
| SEC# | 801-80225 |
| Assets Managed by Firm | $46,000,000 |
| No. of Clients | 87 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 87 | $46,000,000 |
| Individuals (other than high net worth individuals) | 38 | $22,500,000 |
| High net worth individuals | 30 | $23,500,000 |
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