Lotus Investment Advisors

Lotus Investment Advisors (CRD# 172638) is a financial advisory firm headquartered in Rye, NY. They manage $49,000,000 in 68 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
80 Theodore Fremd Ave, Rye, NY 10580
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $720,588
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

NJ, NY

Financial Advisors at Lotus Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Michael Marino, financial advisor Hackettstown NJ
Michael A. Marino
CRD#: 2190221
Hackettstown, NJ

Michael Marino (CRD# 2190221) is an Investment Advisor Representative working at Lotus Investment Advisors in Hackettstown, NJ and has over 26 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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