Lgc&d Wealth Management, LLC
Lgc&d Wealth Management, LLC (CRD# 126062) is a financial advisory firm headquartered in Providence, RI. They manage $40,518,188 in 85 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lgc&d Wealth Management, LLC
By the Numbers
-
Total Assets Under Management41MILLION
-
Total Number of Accounts85ACCOUNTS
-
Average Account Value$476,685
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, RI
Financial Advisors at Lgc&d Wealth Management, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.