0001865842-24-000002.txt : 20240103 0001865842-24-000002.hdr.sgml : 20240103 20240103094003 ACCESSION NUMBER: 0001865842-24-000002 CONFORMED SUBMISSION TYPE: MA-A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240102 DATE AS OF CHANGE: 20240103 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Latitude Financial Management, LLC CENTRAL INDEX KEY: 0001865842 ORGANIZATION NAME: IRS NUMBER: 870905059 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-A SEC ACT: 1934 Act SEC FILE NUMBER: 867-02591 FILM NUMBER: 24504590 BUSINESS ADDRESS: STREET 1: 316 LINCOLN STREET CITY: NORWELL STATE: MA ZIP: 02061 BUSINESS PHONE: 617-620-2019 MAIL ADDRESS: STREET 1: 316 LINCOLN STREET CITY: NORWELL STATE: MA ZIP: 02061 MA-A 1 primary_doc.xml MA-A 0001865842 XXXXXXXX Vincent Alabiso valabiso@latitudefm.com 12-31-2023 N Latitude Financial Management, LLC 87-0905059 867-02591 617-620-2019 N https://www.latitudefm.com/ Vincent Peter Alabiso 617-620-2019 valabiso@latitudefm.com December MA 05-01-2021 N 1 1 0 0 0 0 Municipal Entities Non-profit organizations 0 0 0 Not Applicable Hourly Charges Fixed Fees Contingent Fees Not Applicable Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice ME Other Investments Advice Guaranteed IC Advice Use Of MD Advice On Selection Y Other municipal advisor 1 N N N N N N N N N N Y N N N N N N N N N N N N N N N N N N N N N N N N N N N Y N Latitude Financial Management, LLC N 87-0905059 Managing Member 05-01-2021 E Y Vincent Peter Alabiso Managing Member (sole owner - CCO) 05-01-2021 E Y 000000000 Latitude Financial Management, LLC N 87-0905059 Managing Member 05-01-2021 E Y Vincent Peter Alabiso Managing Member (sole owner - CCO) 05-01-2021 E Y 000000000 Vicnent Alabiso Vincent Alabiso Managing Member 01-02-2024 N N N N N N N N N N N N N N N N N N N N N