Falists
← Back to search

HARTFORD FUNDS

LATTICE STRATEGIES LLC

CRD 130373 · SEC 801-63451

Visit website

690 LEE ROAD, WAYNE, PA, 19087, United States

Phone

610-386-1801

Fax

855-470-5700

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.15B

Discretionary AUM

$2.15B

Team

368 total employees; 34 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-10

Disciplinary history

No

Services

Portfolio management (investment companies)Selection of other advisers

Client types

TypeClientsAUM
Investment companies7$2.15B

States served

PA

All web addresses on file

Official SEC filing: View on IAPD