LATTICE STRATEGIES LLC

HARTFORD FUNDS
WAYNE, Pennsylvania·13 registered advisors·CRD# 130373
SEC# 801-634510610-386-1801
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
384
Total firm employees
Advisors
13
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

13 registered advisors
Alan R. Brudos
SAN FRANCISCO, California
Albert Y Lee
SAN FRANCISCO, California
Amanda Atherton Bryan
SAN FRANCISCO, California
Charles Robert Schwab
SAN FRANCISCO, California
Douglas Mackenzie
SAN FRANCISCO, California
John Kingston
SAN FRANCISCO, California
John Maxwell Bryan
SAN FRANCISCO, California
Kevin Compton
SAN FRANCISCO, California
Mark Bradley Whiston
SAN FRANCISCO, California
Mauricio Fernando Cevallos
SAN FRANCISCO, California
Stratton Sclavos
SAN FRANCISCO, California
Theodore James Lucas
SAN FRANCISCO, California
William Clyde Stegall
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
13 advisors

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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.