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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 $4,996,891,947 assets under management, offering retirement planning & investment advisory services to 38 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 | $4,996,891,947 |
| No. of Clients | 38 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 38 | $4,996,891,947 |
| Pension and profit sharing plans | Fewer than 5 clients | $51,029,047 |
| Other investment advisers | Fewer than 5 clients | $4,250,000 |
| Corporations or other businesses | Fewer than 5 clients | $47,027,576 |
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