Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > dallas > LGT FINANCIAL ADVISORS LLC
LGT FINANCIAL ADVISORS LLC
2626 Howell St
Suite 700
Dallas, Texas 75204
Tel: 214-871-7500
About LGT FINANCIAL ADVISORS LLC
LGT FINANCIAL ADVISORS LLC, formally registered with the SEC as LGT FINANCIAL ADVISORS LLC. The firm was established in 04/04/2013. They have over 1 offices throughout the country.
LGT FINANCIAL ADVISORS LLC is a Dallas, Texas based Financial Planning firm with nearly $302,058,121 assets under management, offering retirement planning & investment advisory services to 355 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111575 |
| SEC# | 801-77833 |
| Assets Managed by Firm | $302,058,121 |
| No. of Clients | 355 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 355 | $302,058,121 |
| Individuals (other than high net worth individuals) | 71 | $21,158,925 |
| High net worth individuals | 64 | $252,543,512 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,645,211 |
| Charitable organizations | Fewer than 5 clients | $16,011,407 |
| Corporations or other businesses | Fewer than 5 clients | $9,699,066 |
More Retirement Planning firms in Dallas, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Dallas, Texas