Lathram Financial Group, LLC

Lathram Financial Group, LLC (CRD# 172358) is a financial advisory firm headquartered in Avon, CO. They manage $69,215,245 in 254 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $272,501
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Lathram Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Craig E. Lathram
CRD#: 5573621
Avon, CO

Craig Lathram (CRD# 5573621) is an Investment Advisor Representative working at Lathram Financial Group, LLC in Avon, CO and has over 15 years of experience in the finance industry.

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