LATTICEWORK INVESTMENTS, LLC

LATTICEWORK INVESTMENTS, LLC of LAFAYETTE, LA is an SEC-registered investment adviser (CRD 316290). Regulatory assets under management: $3.4M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 316290
• Type: Registered investment adviser
• Location: 220 PRINCETON WOODS LOOP, LAFAYETTE, LA, 70508
• Phone: 312-860-7075
• Latest filing: 2023-03-31
• Regulatory AUM: $3.4M
• Discretionary AUM: $3.4M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316290 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search