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Lathram Financial Group, LLC (Denver)


Lathram Financial Group, LLC is an adviser based in Denver. It manages $21.11 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Colorado.

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Lathram Financial Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lathram Financial Group: assets under management

The assets under management (AUM) of Lathram Financial Group, LLC is $21.11 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.06 million in discretionary accounts and $49.16 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175.51 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $49.16 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lathram Financial Group, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Denver

The principal office where Lathram Financial Group, LLC performs its advisory services is located at 4725 S. Monaco St., Denver, CO 80237, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-694-4800 or by fax 303-694-4801. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at lathramfinancial.com.


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