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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.
|Rank (United States)||Top 10%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||22|
|Percentage of Advisors Trusted||100%|
|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|