LotusGroup Advisors Employee Directory

Financial ServicesColorado, United States11-50 Employees

LotusGroup Advisors is a Denver based Registered Investment Advisory (RIA) in the heart of Wash Park. We help individuals and families build financial independence and security with intention, empowering them to pursue their passions, make a difference in the world, and leave a lasting legacy.

We are a small, boutique firm which means we make an investment in truly getting to know YOU – your values, goals, family, biggest influences, and stresses. Our objective is to build a true partnership. We are warm and welcoming, and we give you the attention you deserve.

LotusGroup Advisors offers both public and private investment opportunities under one roof, giving accredited clients access to select private funds typically limited by high minimums and capacity constraints.

We typically work with clients who have a minimum of $500,000 of investable assets, cash flowing business owners, executives, retirees, and medical and dental practice owners. Our retirees or pre-retirees have $1,000,000 of investable assets.  

What is most important to us? Taking care of people by making sure they are listened to, understood, and feel valued. 

We serve clients nationwide and are registered with the SEC.  Please go to www.adviserinfo.sec.gov, the Investment Adviser Public Disclosure website, select “Firm,” and type in either LotusGroup Advisors, Inc., or CRD # (143379) for additional information.

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