LATTICE STRATEGIES LLC

HARTFORD FUNDS
WAYNE, Pennsylvania·1 registered advisor·CRD# 130373
SEC# 801-634510610-386-1801
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
384
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at LATTICE STRATEGIES LLC

1 registered advisor
Albert Y Lee
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
1 advisor

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Data sourced from SEC Form ADV filings. LATTICE STRATEGIES LLC (CRD# 130373) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.