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
Lathram Financial Group, LLC
By the Numbers
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Total Assets Under Management69MILLION
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Total Number of Accounts254ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Lathram Financial Group, LLC
1
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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