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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2014
- Office Locations
- 1
Office Locations
About Lotus Investment Advisors
LotusGroup Advisors (CRD 172638) is an investment adviser in Rye, NY providing team-based wealth management and financial planning for individuals and families. Services include retirement planning, tax optimization, legacy and risk management, and business valuation/exit planning. The firm emphasizes independently researched, data-driven portfolios using a mix of public and alternative investments with regular review, and operates on the Tamarac platform.
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Owner & Executives
DAVID BRANDMAN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,000 | $2,500,000 |
| Non-Discretionary | $5,000,000 | $2,500,000 |
| Total | $30,000,000 | $2,500,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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