L
$220.3M Total AUM
$159.7M Disc. AUM
11.6% 3Y CAGR
1 Employees
32 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-27-2007
- Office Locations
- 1
Office Locations
-- Steamboat Springs CO
About Lovett Investment Consulting LLC
Lovett Investment Consulting LLC is a Steamboat Springs-based RIA. The firm has been operating for 19 years. Managing $220.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$220.3M AVG AUM / ADVISOR
$6.9M AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DANIEL CLAY LOVETT
Chief Compliance Officer, Managing Member
- CRD
- #5287186
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,696,360 | $2,101,268 |
| Non-Discretionary | $60,598,832 | $993,423 |
| Total | $220,295,192 | $1,607,994 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
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Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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