Overview
Assets Under Management: $5.8 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 781
Average Client Assets: $3 million
Frequently Asked Questions
LMCG INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149936), LMCG INVESTMENTS, LLC is subject to fiduciary duty under federal law.
LMCG INVESTMENTS, LLC is headquartered in BOSTON, MA.
LMCG INVESTMENTS, LLC serves 781 high-net-worth clients according to their SEC filing dated July 17, 2024. View client details ↓
According to their SEC Form ADV, LMCG INVESTMENTS, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LMCG INVESTMENTS, LLC manages $5.8 billion in client assets according to their SEC filing dated July 17, 2024.
According to their SEC Form ADV, LMCG INVESTMENTS, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 781
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.99
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,119
Discretionary Accounts: 2,114
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 149936
Last Filing Date: 2024-07-17 00:00:00
Website: https://lmcg.com