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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 29, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KLFA LLC | DE | MANAGING MEMBER | E | Control |
| KLFA LLC | DE | MANAGING MEMBER | E | Control |
| KLFA LLC | DE | MANAGING MEMBER | E | Control |
| KLFA LLC | DE | MANAGING MEMBER | E | Control |
| KLFA LLC | DE | MANAGING MEMBER | E | Control |
| KLFA LLC | DE | MANAGING MEMBER | E | Control |
| KLFA LLC | DE | MANAGING MEMBER | E | Control |
| LOVETT, KIM, WINKELMAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LOVETT, KIM, WINKELMAN | I | KLFA, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | KLFA, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | KLFA, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | KLFA, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | KLFA, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LA LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LOVETT FINANCIAL ADVISORS, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | KLFA, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LOVETT FINANCIAL ADVISORS, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LOVETT FINANCIAL ADVISORS, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LOVETT FINANCIAL ADVISORS, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LOVETT FINANCIAL ADVISORS, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LOVETT FINANCIAL ADVISORS, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LOVETT FINANCIAL ADVISORS, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LOVETT FINANCIAL ADVISORS, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LOVETT FINANCIAL ADVISORS, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LOVETT FINANCIAL ADVISORS, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LOVETT FINANCIAL ADVISORS, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LOVETT FINANCIAL ADVISORS, LLC | E | Control |
| LOVETT, KIM, WINKELMAN | I | LOVETT FINANCIAL ADVISORS, LLC | E | Control |
Registrations
Federal
IA
Jun 29, 2012 REGISTERED
Notice Filings (3)
DE MD PA
Address
62 ROCKFORD ROAD, SUITE 200WILMINGTON, DE 19806
United States
Phone: 302-250-4740