LGT Wealth Management US Limited

RIASEC RegisteredEst. 2013

Total AUM

$1.8B

Discretionary

$1.7B

96% of AUM

Avg account

$892K

Accounts

2,018

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 164190
Registered since: February 7, 2013
Website: www.lgtwm-us.com
Custodians: MORNINGSTAR WEALTH PLATFORM
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.09%
Corporations / Businesses28.09%
Individuals12.77%
Charitable Organizations0.06%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

LGT Wealth Management US Limited is an SEC-registered independent registered investment adviser, operating since 2013 with foreign and individual ownership. The firm functions as a capital allocator and provides advisory services to both high-net-worth individuals and institutional clients. Its core advisory offerings are financial planning and portfolio management for individuals and small businesses, and it charges clients on a percentage-of-AUM and fixed-fee basis. Regulatory filings indicate multiple industry affiliations, including relationships with a broker-dealer, other investment advisers, a CPO/CTA, and a banking or thrift institution. The firm is not identified as an active ESG investor.