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LOVETT ADVISORS LLC
LOVETT ADVISORS LLC
NEWARK, Delaware
·
1 registered advisor
·
CRD# 283929
SEC# 801-107870
0
302-250-4740
01
Firm Overview
AUM
$121M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at LOVETT ADVISORS LLC
1 registered advisor
Kim Winkelman Lovett
NEWARK, Delaware
CRD# 1874496
05
Office Locations
NEWARK, Delaware
1 advisor
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Data sourced from SEC Form ADV filings. LOVETT ADVISORS LLC (CRD# 283929) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.