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Building 2LOVETT INVESTMENT CONSULTING LLC

Map pin
Phone970-367-7574
NotebookSEC #801-67831
Total AUM
$220.3M
Employees
1
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 12:00 PM
Monday - Friday
Phone
970-367-7574

ReceiptFinancials

Total AUM
$220.3M
Accounts
137
Discretionary
$159.7M
Accounts
76
Non-Discretionary
$60.6M
Accounts
61

ContactClients

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Individual Clients
5
AUM
$8.7M
HNW Individual Clients
27
AUM
$205.3M
Charitable Organization Clients
1
AUM
$6.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
COMDUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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