555 E. Lancaster Avenue
Suite 510
Radnor, Pennsylvania 19087-5163
Tel: 610-995-9660
LOVELL MINNICK PARTNERS LLC, formally registered with the SEC as LOVELL MINNICK PARTNERS LLC. The firm was established in 03/29/2012. They have over 3 offices throughout the country.
LOVELL MINNICK PARTNERS LLC is a Radnor, Pennsylvania based Financial Planning firm with nearly $4,462,554,954 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 32 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 156494 |
SEC# | 801-74141 |
Assets Managed by Firm | $4,462,554,954 |
No. of Clients | 26 |
No. of Advisors | 32 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 26 | $4,462,554,954 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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