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Lgg Financial
Bethesda, Maryland
4.2
5 Reviews
LGG Financial, a small investment advisory firm headquartered in Bethesda, MD, has established itself as a trusted financial partner for high net worth individuals. With over 130 individual clients and a remarkable $470,895,000 in assets under management, LGG Financial boasts an impressive track record of success. The firm's expertise lies in managing discretionary assets, with 401K and individual accounts representing less than 30% of their portfolio.
At LGG Financial, client satisfaction is paramount, and the firm's compensation structure reflects this commitment. Their compensation model includes various options, such as a per...see more
Assets Under Mgmt
$470.9M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Lgg Financial
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