LGA Capital

Broker-DealerFINRA MemberEst. 2016
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Rockville, Maryland
CRD number
282415
Registered since
June 29, 2016

Firm profile

FINTRX

Overview

LGA Capital is organized as a limited liability company and is registered with the SEC; its registration dates to 2016. Ownership is held by an individual and the adviser is categorized as unclassified in the available records. The firm's regulatory filings mark several administrative characteristics: it is not identified as a capital allocator, it does not self-report as an active ESG investor, it is not a multi-state adviser, it is not listed as newly formed, and it is not classified as a pension consultant or a related adviser. The provided dataset does not enumerate the firm's specific business activities or advisory specialties.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Marlon Bevaun

    Marlon Bevaun

    FinOpCRD 6259795

  • Jason Gerstein

    Jason Gerstein

    Managing Principal, FounderCRD 6595909

  • Luis Goberna

    PrincipalCRD 7152621

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rockville, MD

Montgomery

Location

Rockville, MD

Headquartered in Rockville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
6110 Executive Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth