LOVETT ADVISORS LLC
CRD #283929 SEC #801-107870 NEWARK, DE 302-250-4740
SEC Registered
Total AUM
$120.6M
Discretionary
$120.6M
Employees
5
Clients
51
Accounts
463
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 25, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVETT, KIM, WINKELMAN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KLFA LLC | DE | OWNER | E | Control |
| KLFA LLC | DE | OWNER | E | Control |
| KLFA LLC | DE | OWNER | E | Control |
| KLFA LLC | DE | OWNER | E | Control |
| KLFA LLC | DE | OWNER | E | Control |
| KLFA LLC | DE | OWNER | E | Control |
| KLFA LLC | DE | OWNER | E | Control |
| KLFA LLC | DE | OWNER | E | Control |
| KLFA LLC | DE | OWNER | E | Control |
| KLFA LLC | DE | OWNER | E | Control |
| KLFA LLC | DE | OWNER | E | Control |
| KLFA LLC | DE | OWNER | E | Control |
| KLFA LLC | DE | OWNER | E | Control |
| KLFA LLC | DE | OWNER | 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 | LOVETT FINANCIAL ADVISORS, 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 | 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 | KLFA, LLC | E | Control |
Registrations
Federal
IA
Jun 25, 2020 REGISTERED
Notice Filings (5)
DE FL MD NJ PA
Address
630 CHURCHMANS ROADSUITE 109
NEWARK, DE 19702
United States
Phone: 302-250-4740