Latitude Investment Group

Overview

Latitude Investment Group is organized as a limited liability company and describes itself as a capital allocator serving individual and family clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements combine a percentage of assets under management with hourly charges. FINTRX notes industry affiliations with a broker‑dealer and an insurance company. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices