Overview
Assets Under Management: $5.8 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 781
Average Client Assets: $3 million
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