Lotusgroup Advisors
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 of investable assets, cash flowing business owners, executives, retirees, and medical and dental practice owners. Our retirees or pre-retirees have 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 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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Verified contacts
10
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
67
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- AC
Amanda Cohen
Operations Manager · Operations
EmailPhone - SS
Stephanie Schlemeyer
Product Manager, Partner · Sales & Business Development
EmailPhone - MW
Matt Woolbright
Private Client Advisor · Sales & Business Development
EmailPhone - BM
Brian McAuliffe
Investment Analyst · Finance & Accounting
EmailPhone - RM
Raphael Martorello
Managing Partner & Founder · General Business & Management
EmailPhone
Showing 5 of 10 verified contacts
Top roles at Lotusgroup Advisors
8 distinct titles indexed · top 8 shown.
- 1advisor
- 1ceo
- 1investment analyst
- 1managing partner & founder
- 1operations manager
- 1private client advisor
- 1product manager, partner
- 1staff
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