Lotusgroup Advisors

RIASEC Registered
Total AUM
$286M
Discretionary
$218M
76% of AUM
Avg account
$397K
Accounts
720
Employees
10
Advisory reps
7

Firm details

Headquarters
Denver, Colorado
CRD number
143379
Registered since
August 28, 2017
Website
www.lgadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI83.13%
  • Individuals15.36%
  • Corporations / Businesses1.47%
  • Charitable Organizations0.04%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lotusgroup Advisors is an independent, individual-owned registered investment adviser that registered with the SEC in 2017. The firm serves primarily individual and family clients and acts as a capital allocator, blending advisory services with selection of outside managers. Its service set includes financial planning, portfolio management for individuals and small businesses, and manager selection. Compensation is primarily a percentage-of-AUM fee (with some additional fee arrangements classified as "Other"). The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Private Funds 22%, Cash & Cash Equivalents 15%, State & Local Bonds 4%, Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%57%
  • Public Funds/Mutual Funds57%
  • Private Funds22%
  • Cash & Cash Equivalents15%
  • State & Local Bonds4%
  • Exchange Traded Equities1%

Owners & executives

1 of 1
  • Raphael Martorello

    Raphael Martorello

    Managing Partner and Chief Investment OfficerCRD 4768833

Contacts

3 of 6
  • Nicholas Pirnack

    Nicholas Pirnack

    Senior Advisor, PartnerCRD 5717464

  • Stephanie Schlemeyer

    Stephanie Schlemeyer

    Product & Public Portfolio Manager, PartnerCRD 5795426

  • Andleib Seth

    Andleib Seth

    FounderCRD 5296525

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1005 S Gaylord St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth