Latham Personal Asset Management

Latham Personal Asset Management (CRD# 112824) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $7,721,860 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $308,874
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CO

Financial Advisors at Latham Personal Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Matthew D. Latham
CRD#: 2926778
102 S. Tejon St., Ste. 1100, Colorado Springs, CO 80903
93
Wealthminder
score

Matthew Latham (CRD# 2926778) is an Investment Advisor Representative working at Latham Personal Asset Management in Colorado Springs, CO and has over 19 years of experience in the finance industry.

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