Lotusgroup Advisors
Lotusgroup Advisors (CRD# 143379) is a financial advisory firm headquartered in Denver, CO. They manage $226,619,872 in 590 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management227MILLION
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Total Number of Accounts590ACCOUNTS
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Average Account Value$384,101
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CO, NE, NH, NY, TX
Louis Frank (CRD# 6613018) is an Investment Advisor Representative working at Lotusgroup Advisors in Denver, CO and has over 6 years of experience in the finance industry.
Raphael Martorello (CRD# 4768833) is an Investment Advisor Representative working at Lotusgroup Advisors in Denver, CO and has over 20 years of experience in the finance industry.
Nicholas Pirnack (CRD# 5717464) is an Investment Advisor Representative working at Lotusgroup Advisors in Denver, CO and has over 13 years of experience in the finance industry.
Douglas Reese (CRD# 1678299) is an Investment Advisor Representative working at Lotusgroup Advisors in Denver, CO and has 1 year of experience in the finance industry.
Stephanie Schlemeyer (CRD# 5795426) is an Investment Advisor Representative working at Lotusgroup Advisors in Denver, CO and has over 7 years of experience in the finance industry.
Andy Seth (CRD# 5296525) has been independently named “Five Star Wealth Manager, 2014 and 2015″, “Top 25 Most Influential Young Professionals in Colorado, 2012″ by ColoradoBiz Magazine, Denver Business Journal’s “Forty Under 40 in 2011” and selected as a finalist for “Denver’s Leader of the Year Award for 2011” and “Volunteer of the Year” by the editors of InvestmentNews. Andy leads the Private Client Advisor Group, leveraging his background working in client service and operations for Fortune 500 companies. Andy holds a Bachelor of Arts degree in both Economics and Spanish from Boston College, graduated from Culver Military Academy, and 2013 class speaker and graduate of Leadership Denver.
Matthew Woolbright (CRD# 6837211) is an Investment Advisor Representative working at Lotusgroup Advisors in Denver, CO and has over 6 years of experience in the finance industry.
Brian McAuliffe (CRD# 7767264) is an Investment Advisor Representative working at Lotusgroup Advisors in Denver, CO and has 1 year of experience in the finance industry.