Igor
Lotsvin
Sage Rhino Capital LLC
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About this Advisor
Igor Lotsvin is a financial advisor based in Menlo Park, California, working with Sage Rhino Capital LLC. Igor has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Sage Rhino Capital, LLC. Igor has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Igor is part of Sage Rhino Capital LLC, which operates out of Menlo Park, California. The firm has 8 employees and manages assets totaling $712.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Sage Rhino Capital LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Sage Rhino Capital LLC Brokerage Details
$712,243,670
8
1,442
$493,928
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Igor Lotsvin Work History
Sage Rhino Capital, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Igor Lotsvin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sage Rhino Capital LLC
Menlo Park, CA
Menlo Park, CA
Knoxville, TN
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
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