Latitude Advisors, LLC
Latitude Advisors, LLC is an SEC-registered mass-market adviser with $566.5M assets under management (AUM, regulatory AUM), +49% over one year. See who owns Latitude Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151001, SEC 801-70420, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $566.5M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Employees
- 66
- Clients
- 1,590
- CRD
- 151001
- Ownership
- LASKY, JEFFREY, STEVEN; LATITUDE FINANCIAL, LLC; PENROSE, KENNETH, RICHARD; BIVENS, JOHN, STEPHEN
How much AUM does Latitude Advisors, LLC have?
Latitude Advisors, LLC reported $566.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Latitude Advisors, LLC?
Disclosed owners and executives of Latitude Advisors, LLC include LASKY, JEFFREY, STEVEN, LATITUDE FINANCIAL, LLC, PENROSE, KENNETH, RICHARD, BIVENS, JOHN, STEPHEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.