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LOVETT INVESTMENT CONSULTING LLC
CRD 143178 · SEC 801-67831
CO, United States
Phone
970-367-7574
Fax
970-875-7034
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$220.3M
Discretionary AUM
$159.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $8.7M |
| High net worth individuals | 27 | $205.3M |
States served
CO, MD, UT
Official SEC filing: View on IAPD