Overview
Assets Under Management: $117 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 43
Average Client Assets: $1.8 million
Frequently Asked Questions
LOVETT ADVISORS LLC 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 #283929), LOVETT ADVISORS LLC is subject to fiduciary duty under federal law.
LOVETT ADVISORS LLC is headquartered in WILMINGTON, DE.
LOVETT ADVISORS LLC serves 43 high-net-worth clients according to their SEC filing dated March 06, 2018. View client details ↓
According to their SEC Form ADV, LOVETT ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
LOVETT ADVISORS LLC manages $117 million in client assets according to their SEC filing dated March 06, 2018.
According to their SEC Form ADV, LOVETT ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.23%
Average Client Assets: $1.8 million
Total Client Accounts: 417
Discretionary Accounts: 417
Regulatory Filings
CRD Number: 283929
Filing ID: 1180982
Last Filing Date: 2018-03-06 09:40:00