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Building 2LOTUSGROUP ADVISORS

Map pinDENVER, CO
Phone720.593.9861
NotebookSEC #801-111051
Total AUM
$286M
Employees
10
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1005 S. GAYLORD STREET
DENVER
CO 80209
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
720.593.9861
Other Offices
1

ReceiptFinancials

Total AUM
$286M
Accounts
720
Discretionary
$217.9M
Accounts
561
Non-Discretionary
$68.2M
Accounts
159

ContactClients

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Individual Clients
115
AUM
$43.9M
HNW Individual Clients
71
AUM
$237.8M
Charitable Organization Clients
1
AUM
$103.1K
Corporation or Business Clients
1
AUM
$4.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUSINESS VALUATION SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FLAT FEES FOR VALUATION OPINION AND FINANCIAL PLANNING SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNENHNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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