Latitude Advisors, LLC
Latitude Advisors, LLC (CRD# 151001) is a financial advisory firm headquartered in , . They manage $340,392,000 in 1,710 accounts and serve the financial needs of clients across 25 states (or territories).
Current Firm Details
Latitude Advisors, LLC
By the Numbers
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Total Assets Under Management340MILLION
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Total Number of Accounts1,710ACCOUNTS
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Average Account Value$199,060
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV
Financial Advisors at Latitude Advisors, LLC
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