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LATTICEWORK INVESTMENTS, LLC
CRD 316290
220 PRINCETON WOODS LOOP, LAFAYETTE, LA, 70508, United States
Phone
312-860-7075
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.4M
Discretionary AUM
$3.4M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2023-03-31
Disciplinary history
Yes
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $3.4M |
Official SEC filing: View on IAPD