Assets Under Management
$379.5M
Number of Clients
1,675
Number of Advisors
68
Average Client AUM
$227K
AUM per Advisor
$5.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Latitude Advisors, LLC provides personalized financial planning, portfolio management, selection of other advisors, and pension consulting services. They tailor investment strategies to meet individual client needs, using models like Latitude and Navigator, and third-party research. They require discretionary authority for portfolio management, but may offer non-discretionary arrangements in limited circumstances.
FL, United States