Lovell Minnick Partners LLC

Lovell Minnick Partners LLC (CRD# 156494) is a financial advisory firm headquartered in Radnor, PA. They manage $1,687,423,521 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,687
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $210,927,940
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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, PA

Financial Advisors at Lovell Minnick Partners LLC
No Advisor Found.
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