L
CRD: 269885
Lota Advisors Llc.
Salt Lake City, UT
9172098902
$6.7M Total AUM
$6.7M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-25-2015
- Office Locations
- 1
Office Locations
-- Salt Lake City UT
About Lota Advisors Llc.
Lota Advisors Llc. is a Salt Lake City-based RIA. The firm has been operating for 10 years. Managing $6.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$6.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
10.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Quantum bridge
Client Personas
North element
Investment Themes
Matrix ember
Investment Vehicles
Legacy
Services
Quantum capital Focus value
Owner & Executives
L
LARRY ALTON OSHITA
Manager
- CRD
- #1428370
- Ownership
- 75% or more
(963) 412-4843
vertex.value@zenithcapital.com
in linkedin.com/in/oak-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,704,712 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,704,712 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,704,712
Equity - Exchange:
47.6% U.S. Government/Agency:
52.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,399,257,061 | 47.6% |
| U.S. Government/Agency | $2,641,198,949 | 52.4% |
| Total | $5,040,456,010 | 100.0% |