This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- DeltaVital +more
- Established Date
- 09-23-2020
- Office Locations
- 1
Office Locations
About Lotusment Advisors, LLC
Lotusment Advisors (founded 2019) provides portfolio management and financial planning for individuals and business owners across retirement and taxable accounts. The firm builds diversified, ETF-oriented portfolios using in-house research plus model/sub-advisor strategies on platforms such as Envestnet, Orion, AssetMark and Zacks. Led by Sanjay Parikh, a longtime data-and-analytics professional and investor; custody includes Schwab.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Sanjay Krishnakant Parikh
Chief Compliance Officer, Managing Member
- CRD
- #7286223
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,844,913 | -- |
| Non-Discretionary | $1,520,161 | -- |
| Total | $8,365,074 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $8,365,074
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,684,039,650 | 68.3% |
| Cash | $2,638,126,748 | 31.7% |
| Total | $8,322,166,398 | 100.0% |