Lattice Strategies LLC
● SEC registered since 2004CRD 130373SEC# 801-63451Wayne, PA
Reg. AUM
$2.15B
Employees
368
Accounts
7
Location
Wayne, PA
Lattice Strategies LLC assets under management
Lattice Strategies LLC is an investment advisory firm registered with the SEC based in Wayne, PA. The firm has been registered since 2004. It reports $2.2 billion in regulatory assets under management and employs 368 people.
Lattice Strategies LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Nicole Furlong Control | Managing Director And Chief Financial Officer | Under 5% | 2025 |
| Ernie Clark Overholt Control | Vice President, Chief Operations Officer | Under 5% | 2025 |
| Gregory A. Frost Control | Senior Managing Director, President And Chairman Of The Board | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Lattice Strategies LLC manage?
Lattice Strategies LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many employees does Lattice Strategies LLC have?
Lattice Strategies LLC reports 368 employees.
Where is Lattice Strategies LLC located?
Lattice Strategies LLC is based in Wayne, PA and has been SEC-registered since 2004.
Does Lattice Strategies LLC disclose fund performance?
Lattice Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 690 Lee Road, Wayne, PA 19087 |
| Phone | 610-386-1801 |
| Fax | 855-470-5700 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.15B▲ 1%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$2.15Bregulatory AUM
Discretionary $2.15B