LOTUSGROUP ADVISORS
Denver, Colorado
5.0
2 Reviews
Lotusgroup Advisors, a trusted local investment advisory firm headquartered in Denver, CO, has established a strong presence in the wealth management industry. With three offices in the area, the firm is well-positioned to serve a diverse clientele. They currently manage a robust portfolio with over $198,955,000 in assets under management for more than 100 individual clients. While 401K and individual accounts contribute to less than 30% of their assets under management, Lotusgroup Advisors possesses the expertise and capability to manage employer funds, expanding their range of services. Impressively, 71% of the assets they mana...
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Assets Under Mgmt

$198.95M

Investment Professionals

5

Locations

2

% 401K & Individual

19%

% Discretionary

71%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.