Overview
Assets Under Management: $525 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 141
Average Client Assets: $3 million
Frequently Asked Questions
THE LUTS & GREENLEIGH GROUP, INC. 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 #305002), THE LUTS & GREENLEIGH GROUP, INC. is subject to fiduciary duty under federal law.
THE LUTS & GREENLEIGH GROUP, INC. is headquartered in BETHESDA, MD.
THE LUTS & GREENLEIGH GROUP, INC. serves 141 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, THE LUTS & GREENLEIGH GROUP, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
THE LUTS & GREENLEIGH GROUP, INC. manages $525 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, THE LUTS & GREENLEIGH GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 827
Discretionary Accounts: 814
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 305002
Last Filing Date: 2025-02-27 00:00:00
Website: https://lggfinancial.com