Lota Advisors LLC

Lota Advisors LLC (CRD# 269885) is a financial advisory firm headquartered in , . They manage $6,947,390 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $1,389,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Lota Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Larry Oshita, financial advisor Salt Lake City UT
Larry A. Oshita
CRD#: 1428370
Salt Lake City, UT

Larry Oshita (CRD# 1428370) is an Investment Advisor Representative working at Lota Advisors LLC in Salt Lake City, UT and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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