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LTS FINANCIAL GROUP

CRD 313215

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

6300 RIDGLEA PLACE, SUITE 1115, FT. WORTH, TX, 76116, United States

Registration

— (—)

Source

State registered

Total AUM

$16.2M

Discretionary AUM

$16.2M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-01-14

Disciplinary history

No

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  • SEC IAPD

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  • FINRA BrokerCheck

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Services

Portfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals80$16.2M

Official SEC filing: View on IAPD