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Lovett Investment Consulting LLC

● SEC registered since 2007CRD 143178SEC# 801-67831
Export (members)
Reg. AUM
$193.5M
Employees
1
Accounts
140
Location

Lovett Investment Consulting LLC assets under management

Lovett Investment Consulting LLC operates as an SEC-registered investment adviser. The firm has been registered since 2007. It reports $193.5 million in regulatory assets under management and employs 1 people.

Lovett Investment Consulting LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel Clay Lovett ControlManaging Member/Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Lovett Investment Consulting LLC manage?

Lovett Investment Consulting LLC reports $193.5 million in regulatory assets under management on its Form ADV.

How many employees does Lovett Investment Consulting LLC have?

Lovett Investment Consulting LLC reports 1 employees.

Does Lovett Investment Consulting LLC disclose fund performance?

Lovett Investment Consulting LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone970-367-7574
Fax970-875-7034
Office hours9:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$106.2M
Non-discretionary$87.3M
Total (RAUM)$193.5M