Lotus Investment Advisors
Lotus Investment Advisors is an SEC-registered ria in Rye, NY with $30.0M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Lotus Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172638, SEC 801-80225, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $30.0M (2026-06-01)
- Firm type
- Ria
- Location
- Rye, NY
- Employees
- 2
- Clients
- 12
- CRD
- 172638
- Ownership
- BRANDMAN, DAVID
How much AUM does Lotus Investment Advisors have?
Lotus Investment Advisors reported $30.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Lotus Investment Advisors?
Disclosed owners and executives of Lotus Investment Advisors include BRANDMAN, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.