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LATITUDE ADVISORS, LLC
CRD 151001 · SEC 801-70420
AL, United States
Phone
630-553-3730
Fax
630-708-1952
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$566.5M
Discretionary AUM
$556.5M
Team
66 total employees; 65 advisory reps; 30 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1410 | $214.3M |
| High net worth individuals | 115 | $280.5M |
| Pension/profit sharing plans | 50 | $17.5M |
| Corporations/business entities | 15 | $54.3M |
States served
AL, CA, CO, DC, GA, IL, IN, KY, ME, MD, MA, NJ, NY, NC, OH, PA, RI, SC, TN, VA, WV, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD