Updated:
Latitude Advisors
Latitude Advisors is an SEC-registered investment adviser since 2009. The firm manages $567 million in assets, with $557 million on a discretionary basis.
Overview
Latitude Advisors is an SEC-registered investment adviser since 2009. The firm manages $567 million in assets, with $557 million on a discretionary basis. It has 66 employees and 65 registered investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
Location
Region
North America
Country
United States
City
Vero Beach
Corporate office
Vero Beach, FL, United States
Frequently asked questions
What geographic market does Latitude Advisors serve?
The firm operates exclusively from Vero Beach, Florida, and its client base is predominantly local or regional, concentrated along Florida's Treasure Coast. There are no satellite offices or indications of a broader national footprint.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: