Andy Seth, financial advisor Denver CO
100 score

Andy Seth

CRD Number: 5296525
Current Firm: Lotusgroup Advisors

Andy Seth (CRD# 5296525) has been independently named “Five Star Wealth Manager, 2014 and 2015″, “Top 25 Most Influential Young Professionals in Colorado, 2012″ by ColoradoBiz Magazine, Denver Business Journal’s “Forty Under 40 in 2011” and selected as a finalist for “Denver’s Leader of the Year Award for 2011” and “Volunteer of the Year” by the editors of InvestmentNews. Andy leads the Private Client Advisor Group, leveraging his background working in client service and operations for Fortune 500 companies. Andy holds a Bachelor of Arts degree in both Economics and Spanish from Boston College, graduated from Culver Military Academy, and 2013 class speaker and graduate of Leadership Denver.

 

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Company Name Location Dates Years
LotusGroup Advisors Denver, CO Dec 2006 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Andy Seth
Phone Number: 303-900-2215
Registered State(s):
  • CA
  • CO
  • TX
  • NY
By the Numbers
  • Total Assets Under Management
    68
    MILLIONS
  • Total Number of Accounts
    660
    ACCOUNTS
  • Average Account Value
    $103,636
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, NY, TX

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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