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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lovett Investment Consulting LLC
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|---|---|
| CRD # | 143178 |
| SEC # | 801-67831 |
| CIK # | |
| AUM | $193.5 M (2025-03-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 970-367-7574 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 7.9 |
| (b) Individuals (high net worth individuals) | 27 | 179.0 |
| (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 | 6.6 |
| (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 | 140 | 193.5 |
| By Discretionary | ||
| Discretionary | 73 | 106.2 |
| Non-Discretionary | 67 | 87.3 |
| Total | 140 | 193.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.5 | |
| Total | 140 | 193.5 |
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|---|---|---|
|
Riverglades Family Offices LLC
✚
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FL | 0.2 |
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Legacy Capital Wealth Management LLC
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TX | 0.2 |
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The DALA Group LLC
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IL | 0.2 |
|
Clark Monroe Blackman LLC
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|
0.2 | |
|
3J Capital Partners Ltd
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|
0.2 | |
|
MSP Wealth Management LLC
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|
OR | 0.2 |
|
Antonelli Financial Advisors LLC
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|
MI | 0.2 |
|
Blue Summit Financial Group Inc
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|
CA | 0.2 |