Latitude Advisors is an investment advisor in Vero Beach with $275.00 mm assets under management.
Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
271138936
SEC advisor number
801-70420
FINRA CRD number
151001
AUM ?
$275.00 mm
(as of 12 Apr 22)
Accounts
1,023
(as of 12 Apr 22)
Employees
76
(74 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Latitude Financial, LLC | Managing Member | 11/2009 | > 75% |
Penrose, Kenneth, Richard | President/chief Compliance Officer | 11/2009 | < 5% |
Penrose, Kenneth, Richard | President/chief Compliance Officer | 10/2009 | 25-50% |
Lasky, Jeffrey, Steven | Vice President | 11/2009 | < 5% |
Bivens, John, Stephen | Vice President | 01/2010 | < 5% |
Lasky, Jeffrey, Steven | Vice President | 11/2009 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21