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Building 2LOVETT ADVISORS

Map pinWILMINGTON, DE
Phone302-250-4740
NotebookSEC #801-79299
Total AUM
$100.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
62 ROCKFORD ROAD
SUITE 200
WILMINGTON
DE 19806
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
302-250-4740

ReceiptFinancials

Total AUM
$100.4M
Accounts
335
Discretionary
$88.1M
Accounts
320
Non-Discretionary
$12.2M
Accounts
15

ContactClients

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None reported

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
DEMDPA

HandshakeAffiliates

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

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