LMCG INVESTMENTS, LLC

One Boston Place
201 Washington Street, 29th Floor
Boston, Massachusetts 02108
Tel: 617-380-5600

About LMCG INVESTMENTS, LLC

LMCG INVESTMENTS, LLC, formally registered with the SEC as LMCG INVESTMENTS, LLC. The firm was established in 07/06/2009. They have over 2 offices throughout the country.

LMCG INVESTMENTS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $5,761,306,249 assets under management, offering retirement planning & investment advisory services to 2119 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149936
SEC#	801-70357
Assets Managed by Firm	$5,761,306,249
No. of Clients	2119
No. of Advisors	42

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2119	$5,761,306,249
Individuals (other than high net worth individuals)	204	$66,511,047
High net worth individuals	746	$2,107,309,002
Charitable organizations	36	$194,180,179
Other investment advisers	493	$163,095,086
Corporations or other businesses	35	$99,885,843

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