Lovett Investment Consulting LLC

Lovett Investment Consulting LLC (CRD# 143178) is a financial advisory firm headquartered in , . They manage $181,246,171 in 136 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $1,332,692
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, MD, UT

Financial Advisors at Lovett Investment Consulting LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Lovett, financial advisor Steamboat Springs CO
Daniel C. Lovett
CRD#: 5287186
Steamboat Springs, CO

Daniel Lovett (CRD# 5287186) is an Investment Advisor Representative working at Lovett Investment Consulting LLC in Steamboat Springs, CO and has 1 year 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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