LOTUSGROUP ADVISORS - Financial Advisor in Colorado, Denver

Tel: 720.593.9861 1005 S. Gaylord Street Denver, Colorado 80209

About LOTUSGROUP ADVISORS

LOTUSGROUP ADVISORS is a Denver, Colorado based financial advisory firm with nearly $226,619,872 in assets under management and provides investment advisory services for 590 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

143379

Firm SEC#:

801-111051

Assets Under Management:

$226,619,872

No. of Clients:

590

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors, Other (BUSINESS VALUATION SERVICES)

Fee Structure:

A percentage of AUM, Other (FLAT FEES FOR VALUATION OPINION SERVICES)

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