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LATTICEWORK CAPITAL MANAGEMENT LLC
100 Crescent Court
Suite 200
Dallas, Texas 75201
Tel: 469-270-7459
About LATTICEWORK CAPITAL MANAGEMENT LLC
LATTICEWORK CAPITAL MANAGEMENT LLC, formally registered with the SEC as LATTICEWORK CAPITAL MANAGEMENT LLC. The firm was established in 07/28/2021. They have over 2 offices throughout the country.
LATTICEWORK CAPITAL MANAGEMENT LLC is a Dallas, Texas based Financial Planning firm with nearly $521,203,864 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281690 |
| SEC# | 801-121919 |
| Assets Managed by Firm | $521,203,864 |
| No. of Clients | 5 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PORTFOLIO FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $521,203,864 |
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