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LOVELL MINNICK
LOVELL MINNICK PARTNERS LLC
CRD 156494 · SEC 801-74141
555 E. LANCASTER AVENUE, SUITE 510, RADNOR, PA, 19087-5163, United States
Phone
610-995-9660
Fax
610-995-9680
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.21B
Discretionary AUM
$5.21B
Team
33 total employees; 23 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; MONITORING FEES
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 38 | $5.21B |
States served
CA, NY, PA
All web addresses on file
Official SEC filing: View on IAPD