Lattice Strategies LLC

Lattice Strategies LLC (CRD# 130373) is a financial advisory firm headquartered in San Francisco, CA. They manage $215,896,608 in 240 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $899,569
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
  • Other
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.

CA, IL, MA, NY, TX, VA

Financial Advisors at Lattice Strategies LLC
Showing 1 - 3 of 3 top financial advisors.
1
Rebecca L. Burke
CRD#: 4864865
101 Montgomery St, 27th Floor, San Francisco, CA 94104
93
Wealthminder
score

Rebecca Burke (CRD# 4864865) is an Investment Advisor Representative working at Lattice Strategies LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

2
Neil M. Kay
CRD#: 6101164
101 Montgomery St, 27th Floor, San Francisco, CA 94104
90
Wealthminder
score

Neil Kay (CRD# 6101164) is an Investment Advisor Representative working at Lattice Strategies LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

3
Albert Y. Lee
CRD#: 4072116
101 Montgomery St, 27th Floor, San Francisco, CA 94104
90
Wealthminder
score

Albert Lee (CRD# 4072116) is an Investment Advisor Representative working at Lattice Strategies LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

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