Lovett Investment Consulting LLC

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Assets, Funds, Holdings

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Lovett Investment Consulting LLC
CRD #143178
SEC #801-67831
CIK #
AUM $181.2 MM (2024-03-29)
Employees 1 (100% Investors, 0% Brokers)
Phone970-367-7574
Address1385 Blue Spruce Court
Steamboat Springs, CO 80487
Source [IAPD]
Total AUM ($MM)
2502001501005002007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 8 7.1
(b) Individuals (high net worth individuals) 27 167.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 6.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 136 181.2
By Discretionary
Discretionary 68 98.0
Non-Discretionary 68 83.2
Total 136 181.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 181.2
Total 136 181.2
Comparable Firms State AUM ($BB)
North American Wealth Advisors Inc
MN 0.2
Galleria Financial Advisors LLC
GA 0.2
Strategy Financial Services LLC
AZ 0.2
1620 Investment Advisors Inc
MA 0.2
Waterstone Financial Advisory LLC
FL 0.2
Imperium Wealth Management LLC
TX 0.2
Cordis Financial LLC
MN 0.2
Kilter Group LLC
NY 0.2
Beacon Financial Advisors Inc
NY 0.2
Bingham Private Wealth LLC
CA 0.2
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