Overview
Assets Under Management: $937 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 145
Average Client Assets: $4 million
Frequently Asked Questions
LATHROP INVESTMENT MANAGEMENT COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334458), LATHROP INVESTMENT MANAGEMENT COMPANY is subject to fiduciary duty under federal law.
LATHROP INVESTMENT MANAGEMENT COMPANY is headquartered in LITTLE ROCK, AR.
LATHROP INVESTMENT MANAGEMENT COMPANY serves 145 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, LATHROP INVESTMENT MANAGEMENT COMPANY offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LATHROP INVESTMENT MANAGEMENT COMPANY manages $937 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, LATHROP INVESTMENT MANAGEMENT COMPANY serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.65
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 818
Discretionary Accounts: 817
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 334458
Last Filing Date: 2025-02-04 00:00:00
Website: https://limc.com