Raphael
Martorello
Lotusgroup Advisors
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About this Advisor
Raphael Martorello is a financial advisor based in Denver, Colorado, working with Lotusgroup Advisors. Raphael has previously held positions at Martorello Money Management, Lotusgroup Advisors, LLC, and Lotusgroup Capital, LLC. Raphael has passed the Series 65 regulatory exam and is registered to provide services in California, Colorado, New Hampshire, New York, and Texas. Currently, Raphael is part of Lotusgroup Advisors, which operates out of Denver, Colorado. The firm has 1 office and 8 employees. The firm manages assets totaling $226.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Lotusgroup Advisors includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lotusgroup Advisors Brokerage Details
$226,619,872
8
590
$384,101
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Raphael Martorello Work History
Lotusgroup Capital, LLC
Lotusgroup Advisors, LLC
Martorello Money Management
Disclosures
Please visit the SEC profile of Raphael Martorello 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 Lotusgroup Advisors
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Torrance, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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