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| LotusGroup Advisors LLC
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|---|---|
| CRD # | 143379 |
| SEC # | 801-111051 |
| CIK # | 0001724204 |
| AUM | 286.0 M (2026-06-10) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 720-593-9861 |
| Address | 1005 S Gaylord Street Denver, CO 80209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 0.0 |
| (b) Individuals (high net worth individuals) | 71 | 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 | 720 | 0.3 |
| By Discretionary | ||
| Discretionary | 561 | 0.2 |
| Non-Discretionary | 159 | 0.1 |
| Total | 720 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 720 | 0.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
LotusGroup Advisors LLC
✚
|
CO | 286.0 M |
|
LotusGroup Capital LLC
✚
|
CO | 156.7 M |
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|---|---|---|
|
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|
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|
Tritonpoint Partners LLC
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|
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|
Jim Saulnier & Associates LLC
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|
Synchronous Wealth Advisors LLC
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|
Wesbanco Securities Inc
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|
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|
Omnistar Financial Group Inc
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|
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|
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