Lateef Investment Management

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Last updated: February 23rd, 2020. Data source: SEC filings.


Lateef Investment Management, federally registered in 1974, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 2 advisors. Lateef Investment Management manages $886.8 million and provides investment advisory services for 360 clients (1:180 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Top 10%
Advisors Directory View Directory
Avg Advisor Years Registered 22
Percentage of Advisors Trusted 100%
Minimum Investment $1,000,000
Average Client Balance $2,463,359
Total AUM $886.8 million
Advisor / Client Ratio 1:180
Headquarters San Rafael, CA
SEC Filings View SEC IAPD CRD #107049
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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