Lm Capital Group, LLC

Lm Capital Group, LLC (CRD# 120277) is a financial advisory firm headquartered in San Diego, CA. They manage $4,996,891,947 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
750 B Street, Suite 3010, San Diego, CA 92101
https://www.linkedin.com
By the Numbers
  • Total Assets Under Management
    4,997
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $131,497,157
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL

Financial Advisors at Lm Capital Group, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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