1014 Market Street
Suite 100
Kirkland, Washington 98033
Tel: 425 828-4300
LATTICE CAPITAL MANAGEMENT LLC, formally registered with the SEC as LATTICE CAPITAL MANAGEMENT LLC. The firm was established in 02/13/2014. They have over 2 offices throughout the country.
LATTICE CAPITAL MANAGEMENT LLC is a Kirkland, Washington based Financial Planning firm with nearly $539,798,303 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 141860 |
SEC# | 801-79193 |
Assets Managed by Firm | $539,798,303 |
No. of Clients | 5 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5 | $539,798,303 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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