Overview
Assets Under Management: $868 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 153
Average Client Assets: $3 million
Frequently Asked Questions
LATHROP INVESTMENT MANAGEMENT CORP 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 #108327), LATHROP INVESTMENT MANAGEMENT CORP is subject to fiduciary duty under federal law.
LATHROP INVESTMENT MANAGEMENT CORP is headquartered in LITTLE ROCK, AR.
LATHROP INVESTMENT MANAGEMENT CORP serves 153 high-net-worth clients according to their SEC filing dated December 17, 2024. View client details ↓
According to their SEC Form ADV, LATHROP INVESTMENT MANAGEMENT CORP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LATHROP INVESTMENT MANAGEMENT CORP manages $868 million in client assets according to their SEC filing dated December 17, 2024.
According to their SEC Form ADV, LATHROP INVESTMENT MANAGEMENT CORP 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: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 841
Discretionary Accounts: 840
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 108327
Last Filing Date: 2024-12-17 00:00:00
Website: https://limc.com