| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Nicole Furlong Control | Managing Director And Chief Financial Officer | Under 5% | 2025 |
| Ernie Clark Overholt Control | Vice President, Chief Operations Officer | Under 5% | 2025 |
| Gregory A. Frost Control | Senior Managing Director, President And Chairman Of The Board | Under 5% | 2025 |
Lattice Strategies LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
Lattice Strategies LLC reports 387 employees.
Lattice Strategies LLC is based in Wayne, PA and has been SEC-registered since 2004.
Lattice Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 690 Lee Road, Wayne, PA 19087 |
| Phone | 610-386-1801 |
| Fax | 855-470-5700 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.81B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.81B |