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Building 2LOTUS INVESTMENT ADVISORS

Map pinRYE, NY
Phone917-208-8661
NotebookSEC #801-80225
Total AUM
$25M
Employees
2
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 THEODORE FREMD AVE
RYE
NY 10580-2891
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
917-208-8661
Other Offices
1

ReceiptFinancials

Total AUM
$25M
Accounts
21
Discretionary
$23.1M
Accounts
20
Non-Discretionary
$1.9M
Accounts
1

ContactClients

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HNW Individual Clients
21
AUM
$25M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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