Lateef Investment Management Review

Trust Score 95%
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Lateef Investment Management, federally registered in 1974, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 2 advisors. Lateef Investment Management manages $767.3 million and provides investment advisory services for 952 clients (1:476 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Avg Account Balance $805,949
Hybrid Advisor No
Disciplinary History No
Total AUM $767.3 million
Advisor / Client Ratio 1:476
Headquarters San Rafael, CA
SEC Filings Forms and Brochures
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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