LATTICE CAPITAL MANAGEMENT LLC

KIRKLAND, Washington·3 registered advisors·CRD# 141860
SEC# 801-791931425 828-4300
01

Firm Overview

AUM
$755M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at LATTICE CAPITAL MANAGEMENT LLC

3 registered advisors
Ali Reza Memaran-Dadgar
KIRKLAND, Washington
James Dennis Mccarron
KIRKLAND, Washington
John Douglas Mackinnon
KIRKLAND, Washington
05

Office Locations

KIRKLAND, Washington
3 advisors

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Data sourced from SEC Form ADV filings. LATTICE CAPITAL MANAGEMENT LLC (CRD# 141860) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.