Lotusment Advisors, LLC

Lotusment Advisors, LLC (CRD# 310413) is a financial advisory firm headquartered in , . They manage $3,655,034 in 42 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/lotusment
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $87,025
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.

TX, WA

Financial Advisors at Lotusment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sanjay Parikh, financial advisor Bothell WA
Sanjay K. Parikh
CRD#: 7286223
Bothell, WA

Sanjay Parikh (CRD# 7286223) is an Investment Advisor Representative working at Lotusment Advisors, LLC in Bothell, WA and has over 3 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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