Lateral Investment Management LLC

Lateral Investment Management LLC (CRD# 159649) is a financial advisory firm headquartered in San Mateo, CA. They manage $84,205,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $42,102,500
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lateral Investment Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dhamitha R. De Silva
CRD#: 5998887
Menlo Park, CA
90
Wealthminder
score

Dhamitha De Silva (CRD# 5998887) is an Investment Advisor Representative working at Lateral Investment Management LLC in Menlo Park, CA and has over 4 years of experience in the finance industry.

2
Kenneth M. Masters
CRD#: 4267443
1003 Olive Street, Menlo Park, CA 94025
90
Wealthminder
score

Kenneth Masters (CRD# 4267443) is an Investment Advisor Representative working at Lateral Investment Management LLC in Menlo Park, CA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.