Overview
Assets Under Management: $121 million
High-Net-Worth Clients: 31
Average Client Assets: $4 million
Frequently Asked Questions
LTG CAPITAL 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 #128216), LTG CAPITAL LLC is subject to fiduciary duty under federal law.
LTG CAPITAL LLC serves 31 high-net-worth clients according to their SEC filing dated March 01, 2024. View client details ↓
According to their SEC Form ADV, LTG CAPITAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
LTG CAPITAL LLC manages $121 million in client assets according to their SEC filing dated March 01, 2024.
According to their SEC Form ADV, LTG CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.31
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 355
Discretionary Accounts: 355
Regulatory Filings
CRD Number: 128216
Last Filing Date: 2024-03-01 00:00:00
Website: https://ltgcapital.com