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Building 2LATHROP INVESTMENT MANAGEMENT COMPANY

Map pinLITTLE ROCK, AR
Phone501-227-4930
NotebookSEC #801-131853
Total AUM
$1B
Employees
5
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 PLEASANT VALLEY DRIVE
BUILDING D-101
LITTLE ROCK
AR 72227
United States
Operating Hours
8:00-4:30
Monday - Friday
Phone
501-227-4930

ReceiptFinancials

Total AUM
$1B
Accounts
836
Discretionary
$766.2M
Accounts
835
Non-Discretionary
$243.6M
Accounts
1

ContactClients

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Individual Clients
79
AUM
$47.3M
HNW Individual Clients
150
AUM
$584M
Pension/Profit Sharing Plan Clients
6
AUM
$339.3M
Charitable Organization Clients
1
AUM
$11M
Corporation or Business Clients
1
AUM
$28.2M

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
ARCALANHNYTNTX

HandshakeAffiliates

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

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