CRYPTO LOTUS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
289267
Registered since
January 5, 2018

Firm profile

FINTRX

Overview

Crypto Lotus LLC is a limited liability company that has been registered with the SEC since 2018. The firm operates in an unclassified capacity and does not engage in capital allocation. While it does not identify as a multi-state adviser or a pension consultant, it focuses on advisory activities without a specific client base disclosed. The firm is not recognized as an active ESG investor, indicating a potential focus on traditional investment strategies rather than sustainable or socially responsible investing.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Kevin Fischer

    Chief Investment OfficerCRD 6897041

  • Joshua Hill

    Chief Compliance OfficerCRD 7366834

Contacts

1 of 1
  • Jonas Norr

    Managing MemberCRD 6993733

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
650 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth