Overview
Assets Under Management: $121 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.49
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 101
Discretionary Accounts: 32
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 328251
Last Filing Date: 2024-03-28 00:00:00
Website: https://lmpgwealth.com