1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LATITUDE ADVISORS, LLC

Map pin
Phone630-553-3730
NotebookSEC #801-70420
Total AUM
$566.5M
Employees
66
Clients
1,590

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
630-553-3730
Other Offices
25

ReceiptFinancials

Total AUM
$566.5M
Accounts
2,575
Discretionary
$556.5M
Accounts
2,450
Non-Discretionary
$10M
Accounts
125

ContactClients

View more in analytics →

Individual Clients
1,410
AUM
$214.2M
HNW Individual Clients
115
AUM
$280.5M
Pension/Profit Sharing Plan Clients
50
AUM
$17.5M
Corporation or Business Clients
15
AUM
$54.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOCTDCFLGAILINKYMAMDMENCNHNJNYOHPARISCTNTXVAWAWIWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account