Lemme Investment Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332637
- Custodians
- CHARLES SCHWAB & CO., INC., EXETER TRUST COMPANY, UNION BANK AND TRUST COMPANY, CAPITAL RESEARCH AND MANAGEMENT COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.91%
- Individuals28.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Lemme Investment Group, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and bills primarily as a percentage of assets under management. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting services; the snapshot also indicates the firm does not position itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
2 of 2
Marie Lemme
PresidentCRD 4011231
Christopher Sands
OwnerCRD 6183967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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