LATTICE CAPITAL MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Peak AUM | $755.2MFeb 2024 |
| AUM CAGR | +9.6% /yrover 19 yrs · 77 filings |
Contact & Location
Address
1014 MARKET STREET
KIRKLAND WA 98033
Phone
425 828-4300
Filing History
77 ADV Part 1 submissions
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Registered Rep