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| LotusDew Wealth and Investment Advisors Private Limited
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|---|---|
| CRD # | 308112 |
| SEC # | 801-118668 |
| CIK # | |
| AUM | $9.6 MM (2022-11-08) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 917731082221 |
| Address | 3 Eurospace, 4th Floor Hyderabad, India |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,466 | 9.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,466 | 9.6 |
| By Discretionary | ||
| Discretionary | 15 | 2.1 |
| Non-Discretionary | 1,451 | 7.5 |
| Total | 1,466 | 9.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.9 | |
| United States Persons | 0.7 | |
| Total | 1,466 | 9.6 |
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|---|---|---|
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Taylor Strategic Wealth Management LLC
✚
|
CA | 0.0 |
|
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0.0 | |
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|
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|
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DC | 0.0 |
|
Avenue Global Advisors LLC
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FL | 0.0 |
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Nabers Wealth LLC
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AZ | 0.0 |