LGG Financial

Overview

LGG Financial is an independent, SEC-registered registered investment adviser that began reporting in 2019 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. The firm does not identify as an active ESG investor. LGG Financial also describes itself as a capital allocator, meaning it places client capital with third-party managers in addition to managing portfolios directly. Public filings indicate a preference for pooled public funds and mutual funds as a core building block of client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices