LOVETT FINANCIAL ADVISORS LLC
Legal name: LOVETT ADVISORS
CRD #149898 SEC #801-70519 WILMINGTON, DE 302-250-4740
SEC Registered
Total AUM
$75M
Discretionary
$75M
Employees
1
Clients
11
Accounts
417
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2014 | $100.4M | $88.1M | $12.2M | 3 | 26 |
| Aug 2012 | $75M | $75M | $0 | 1 | 101 |
| Jun 2012 | $75M | $75M | $0 | 1 | 101 |
| Jun 2012 | $75M | $75M | $0 | 1 | 101 |
| Jun 2012 | $72M | $72M | $0 | 1 | 101 |
| Jun 2012 | $72M | $72M | $0 | 1 | 101 |
| Jun 2012 | $72M | $72M | $0 | 1 | 101 |
| Apr 2012 | $72M | $72M | $0 | 1 | 101 |
| Mar 2012 | $72M | $72M | $0 | 1 | 101 |
| Mar 2012 | $69.1M | $69.1M | $0 | 1 | 101 |
| Feb 2012 | $69.5M | $69.5M | $0 | 1 | 101 |
| Dec 2011 | $54.8M | $54.8M | $0 | 1 | 101 |
| Jul 2011 | $54.8M | $54.8M | $0 | 5 | -- |
| Mar 2011 | $54.8M | $54.8M | $0 | 5 | -- |
| Mar 2011 | $54.8M | $54.8M | $0 | 5 | -- |
| Nov 2010 | $46.3M | $45.4M | $928.9K | 5 | -- |
| Aug 2010 | $46.3M | $45.4M | $928.9K | 5 | -- |
| Sep 2009 | $0 | $0 | $0 | 5 | -- |
DateFeb 2014
Total AUM$100.4M
Discretionary$88.1M
Non-Disc.$12.2M
Employees3
Clients26
DateAug 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients101
DateJun 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients101
DateJun 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients101
DateJun 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients101
DateJun 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients101
DateJun 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients101
DateApr 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients101
DateMar 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients101
DateMar 2012
Total AUM$69.1M
Discretionary$69.1M
Non-Disc.$0
Employees1
Clients101
DateFeb 2012
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees1
Clients101
DateDec 2011
Total AUM$54.8M
Discretionary$54.8M
Non-Disc.$0
Employees1
Clients101
DateJul 2011
Total AUM$54.8M
Discretionary$54.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$54.8M
Discretionary$54.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$54.8M
Discretionary$54.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$46.3M
Discretionary$45.4M
Non-Disc.$928.9K
Employees5
Clients--
DateAug 2010
Total AUM$46.3M
Discretionary$45.4M
Non-Disc.$928.9K
Employees5
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--