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LGG FINANCIAL
7200 Wisconsin Avenue
Suite 300
Bethesda, Maryland 20814
Tel: 301-312-6660
About LGG FINANCIAL
LGG FINANCIAL, formally registered with the SEC as LGG FINANCIAL. The firm was established in 09/12/2019. They have over 2 offices throughout the country.
LGG FINANCIAL is a Bethesda, Maryland based Financial Planning firm with nearly $525,238,986 assets under management, offering retirement planning & investment advisory services to 827 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305002 |
| SEC# | 801-117324 |
| Assets Managed by Firm | $525,238,986 |
| No. of Clients | 827 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 827 | $525,238,986 |
| Individuals (other than high net worth individuals) | 161 | $47,357,011 |
| High net worth individuals | 141 | $472,757,692 |
| Pension and profit sharing plans | 6 | $3,105,744 |
| Charitable organizations | Fewer than 5 clients | $1,801,556 |
| Corporations or other businesses | 6 | $216,983 |
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|---|---|---|---|
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| $193,065,874,997 | 68 | 114 | |
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