LATTICE CAPITAL MANAGEMENT LLC

1014 Market Street
Suite 100
Kirkland, Washington 98033
Tel: 425 828-4300

About LATTICE CAPITAL MANAGEMENT LLC

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.

Firm Information

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

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	5	$539,798,303

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