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Building 2LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY

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Phone315-925-6887
NotebookSEC #801-135594
Total AUM
$120.5M
Employees
1
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
OFFICE VISITS BY APPOINTMENT ONLY
OFFICE VISITS BY APPOINTMENT ONLY
Phone
315-925-6887

ReceiptFinancials

Total AUM
$120.5M
Accounts
752
Discretionary
$119.9M
Accounts
743
Non-Discretionary
$629.2K
Accounts
9

ContactClients

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Individual Clients
87
AUM
$36.9M
HNW Individual Clients
29
AUM
$83.5M
Charitable Organization Clients
1
AUM
$186K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCLANJNYTNTX

HandshakeAffiliates

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

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