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LOTUSGROUP ADVISORS
LOTUSGROUP ADVISORS, LLC
CRD 143379 · SEC 801-111051
1005 S. GAYLORD STREET, DENVER, CO, 80209, United States
Phone
720.593.9861
Fax
815.572.0566
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$286.0M
Discretionary AUM
$217.9M
Team
10 total employees; 7 advisory reps
Clients
51-100
Fees
Percentage of AUM; FLAT FEES FOR VALUATION OPINION AND FINANCIAL PLANNING SERVICES
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersBUSINESS VALUATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $43.9M |
| High net worth individuals | 71 | $237.8M |
States served
CA, CO, NE, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD