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LATHROP INVESTMENT MANAGEMENT COMPANY
CRD 334458 · SEC 801-131853
500 PLEASANT VALLEY DRIVE, BUILDING D-101, LITTLE ROCK, AR, 72227, United States
Phone
501-227-4930
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$766.2M
Team
5 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $47.3M |
| High net worth individuals | 150 | $584.0M |
| Pension/profit sharing plans | 6 | $339.3M |
States served
AR, CA, LA, NY, TN, TX, NH
All web addresses on file
Official SEC filing: View on IAPD