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| Happy Holidays!! thanks for using AUM13F!! |
| LotusGroup Advisors LLC
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| CRD # | 143379 |
| SEC # | 801-111051 |
| CIK # | 0001724204 |
| AUM | $233.9 M (2025-03-26) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 720-593-9861 |
| Address | 1005 S Gaylord Street Denver, CO 80209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 0.0 |
| (b) Individuals (high net worth individuals) | 60 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 622 | 0.2 |
| By Discretionary | ||
| Discretionary | 462 | 0.2 |
| Non-Discretionary | 160 | 0.1 |
| Total | 622 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 622 | 0.2 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
LotusGroup Advisors LLC
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|
CO | 0.2 |
|
LotusGroup Capital LLC
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|
CO | 0.1 |
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|---|---|---|
|
Mount Vernon Associates Inc
✚
|
MD | 0.2 |
|
Kaizen Financial Strategies LLC
✚
|
CA | 0.2 |
|
True Vision MN LLC
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MN | 0.2 |
|
Prospect Hill Management LLC
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|
0.2 | |
|
Sundvold Capital Management LLC
✚
|
MO | 0.2 |
|
AWM Financial Services Inc
✚
|
TX | 0.2 |
|
Prota Financial LLC
✚
|
TX | 0.2 |
|
Axiom Investment Management LLC
✚
|
NY | 0.2 |
|
Charleston Financial Advisors LLC
✚
|
SC | 0.2 |
|
Bullock Wealth Management Group Inc
✚
|
IN | 0.2 |