LOTZER & CO.,INC.

LOTZER & CO.,INC. is an SEC-registered investment adviser (CRD 113087). Regulatory assets under management: $28.3M.

Registration

• CRD: 113087
• Type: Registered investment adviser
• Phone: 414-350-9631
• Latest filing: 2026-02-16
• Regulatory AUM: $28.3M
• Discretionary AUM: $28.3M
• Clients: 1
• Accounts: 78

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113087 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search