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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