Lovett Investment Consulting LLC
Firm details
- Headquarters
- ,
- CRD number
- 143178
- Registered since
- April 27, 2007
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI93.18%
- Individuals3.97%
- Charitable Organizations2.85%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Lovett Investment Consulting LLC is an independent, owner-operated Registered Investment Adviser formed in 2007 and organized as an LLC. The firm focuses on serving individual and family clients through fee-based financial planning, portfolio management for individuals and small businesses, and acting as a capital allocator by selecting and overseeing third-party advisers. They charge fixed fees and do not identify as an active ESG investor or as a multi-state adviser. An accounting-related industry affiliation is noted.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Other7%
- US Government Bonds6%
- Exchange Traded Equities4%
- Private Funds4%
Contacts
1 of 1Daniel Lovett
Managing MemberCRD 5287186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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