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Lovett Investment Consulting LLC
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CRD # | 143178 |
SEC # | 801-67831 |
CIK # | |
AUM | $181.2 MM (2024-03-29) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 970-367-7574 |
Address | 1385 Blue Spruce Court Steamboat Springs, CO 80487 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 8 | 7.1 |
(b) Individuals (high net worth individuals) | 27 | 167.8 |
(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 | 6.3 |
(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 | 136 | 181.2 |
By Discretionary | ||
Discretionary | 68 | 98.0 |
Non-Discretionary | 68 | 83.2 |
Total | 136 | 181.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 181.2 | |
Total | 136 | 181.2 |
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North American Wealth Advisors Inc
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|
MN | 0.2 |
Galleria Financial Advisors LLC
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Strategy Financial Services LLC
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1620 Investment Advisors Inc
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Waterstone Financial Advisory LLC
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FL | 0.2 |
Imperium Wealth Management LLC
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TX | 0.2 |
Cordis Financial LLC
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|
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Kilter Group LLC
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|
NY | 0.2 |
Beacon Financial Advisors Inc
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NY | 0.2 |
Bingham Private Wealth LLC
✚
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CA | 0.2 |