Overview
Assets Under Management: $1.3 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 153
Average Client Assets: $8 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.96
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 268
Discretionary Accounts: 193
Non-Discretionary Accounts: 75
Regulatory Filings
CRD Number: 159667
Last Filing Date: 2025-02-28 00:00:00
Website: https://lgsllc.com