LOVELL MINNICK PARTNERS LLC

555 E. Lancaster Avenue
Suite 510
Radnor, Pennsylvania 19087-5163
Tel: 610-995-9660

About LOVELL MINNICK PARTNERS LLC

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.

Firm Information

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

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	26	$4,462,554,954

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