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Building 2LOVETT ADVISORS LLC

Map pinNEWARK, DE
Phone302-250-4740
NotebookSEC #801-107870
Total AUM
$120.6M
Employees
5
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
630 CHURCHMANS ROAD
SUITE 109
NEWARK
DE 19702
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
302-250-4740

ReceiptFinancials

Total AUM
$120.6M
Accounts
463
Discretionary
$120.6M
Accounts
463
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
97
AUM
$41.9M
HNW Individual Clients
36
AUM
$78.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNJPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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