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Home > Retirement Planners > california > san diego > LM CAPITAL GROUP, LLC
LM CAPITAL GROUP, LLC
750 B Street
Suite 3010
San Diego, California 92101
Tel: 619-814-1401
About LM CAPITAL GROUP, LLC
LM CAPITAL GROUP, LLC, formally registered with the SEC as LM CAPITAL GROUP, LLC. The firm was established in 04/01/2002. They have over 1 offices throughout the country.
LM CAPITAL GROUP, LLC is a San Diego, California based Financial Planning firm with nearly $4,606,782,284 assets under management, offering retirement planning & investment advisory services to 36 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120277 |
| SEC# | 801-61100 |
| Assets Managed by Firm | $4,606,782,284 |
| No. of Clients | 36 |
| No. of Advisors | 20 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Business
- Publication of periodicals or Newsleters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 36 | $4,606,782,284 |
| Pension and profit sharing plans | Fewer than 5 clients | $38,616,553 |
| Corporations or other businesses | Fewer than 5 clients | $44,489,138 |
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