Lattice Strategies LLC
Lattice Strategies LLC (CRD# 130373) is a financial advisory firm headquartered in San Francisco, CA. They manage $209,737,174 in 102 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management210MILLION
Total Number of Accounts102ACCOUNTS
Average Account Value$2,056,247
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
Albert Lee (CRD# 4072116) is an Investment Advisor Representative working at Lattice Strategies LLC in San Francisco, CA and has over 6 years of experience in the finance industry.