LGG FINANCIAL

RIASEC RegisteredEst. 2019
Total AUM
$564M
Discretionary
$564M
100% of AUM
Avg account
$629K
Accounts
896
Employees
3
Advisory reps
2

Firm details

Headquarters
BETHESDA, Maryland
CRD number
305002
Registered since
September 12, 2019
Website
lggfinancial.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI92.26%
  • Individuals6.5%
  • Pension & Profit Sharing Plans1.02%
  • Charitable Organizations0.22%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

LGG Financial is an independent, fee-based registered investment adviser that launched in 2019 and is owned by an individual principal. It operates as a capital allocator serving both individual and family clients as well as institutional investors, and charges advisory fees calculated as a percentage of assets under management. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. LGG Financial does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 36%, Exchange Traded Equities 25%, Investment Grade Corp Bonds 15%, Cash & Cash Equivalents 12%, State & Local Bonds 8%, US Government Bonds 4%36%
  • Public Funds/Mutual Funds36%
  • Exchange Traded Equities25%
  • Investment Grade Corp Bonds15%
  • Cash & Cash Equivalents12%
  • State & Local Bonds8%

Contacts

2 of 2

  • Brian Luts

    Founding PartnerCRD 2908598

  • DAVID GREENLEIGH

    Founding PartnerCRD 2925327

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 32

Active vs passive

$24M in ETFs

Passive

91%

$21.8M

Active

7%

$2.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$2.2M5,2289.29%
Unlock additional holdings →

Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, 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
7200 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

SOAPSTONE MANAGEMENT L.P.

RIA

BETHESDA, MD

AUM $610MTEAM 4REPS 1

BROADOAK ASSET MANAGEMENT, LLC

RIA

BETHESDA, MD

AUM $519MTEAM 10REPS 7

FAMILY OFFICE RESEARCH, LLC

RIA

BETHESDA, MD

AUM $648MTEAM 5REPS 4

TRUFFLE HOUND CAPITAL, LLC

RIA

BETHESDA, MD

AUM $680MTEAM 7REPS 3

SANDBOX FINANCIAL PARTNERS, LLC

RIA

BETHESDA, MD

AUM $682MTEAM 11REPS 6

AEGIS WEALTH

RIA

BETHESDA, MD

AUM $744MTEAM 6REPS 6
More RIAs in BETHESDA →All Maryland RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth