Lathram Financial Group, LLC

Lathram Financial Group, LLC (CRD# 172358) is a financial advisory firm headquartered in Avon, CO. They manage $28,873,487 in 175 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $164,991
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 Lathram Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Craig E. Lathram
CRD#: 5573621
Avon, CO
93
Wealthminder
score

Craig Lathram (CRD# 5573621) is an Investment Advisor Representative working at Lathram Financial Group, LLC in Avon, CO and has over 9 years of experience in the finance industry.

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