Overview
Assets Under Management: $121 million
High-Net-Worth Clients: 31
Average Client Assets: $4 million
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