Lateef Investment Management Review


Trust Score 96%
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Last updated: June 26th, 2019. 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
Minimum Investment $1,000,000
Average Client Balance $2,463,359
Hybrid Advisor No
Disciplinary History No
Total AUM $886.8 million
Advisor / Client Ratio 1:180
Headquarters San Rafael, CA
SEC Filings Forms and Brochures    (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


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