Lcg Associates, Inc.

Lcg Associates, Inc. (CRD# 105971) is a financial advisory firm headquartered in Atlanta, GA. They manage $361,813,000 in 3 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    362
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $120,604,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, LA, PA, TN, TX, WA

Financial Advisors at Lcg Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kathleen C. Taylor
CRD#: 2079200
400 Galleria Parkway, Suite 1800, Atlanta, GA 30339
96
Wealthminder
score

Kathleen Taylor (CRD# 2079200) is an Investment Advisor Representative working at Lcg Associates, Inc. in Atlanta, GA and has over 26 years of experience in the finance industry.

2
Anthony M. Daniel
CRD#: 2511660
400 Galleria Parkway, Suite 1800, Atlanta, GA 30339
90
Wealthminder
score

Anthony Daniel (CRD# 2511660) is an Investment Advisor Representative working at Lcg Associates, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

3
David D. Ritter
CRD#: 4337936
400 Galleria Parkway, Suite 1800, Atlanta, GA 30339
90
Wealthminder
score

David Ritter (CRD# 4337936) is an Investment Advisor Representative working at Lcg Associates, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.