Lmcg Investments, LLC

Lmcg Investments, LLC (CRD# 149936) is a financial advisory firm headquartered in Boston, MA. They manage $5,761,306,249 in 2,119 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108
https://www.linkedin.com/company/lmcginvestments/
By the Numbers
  • Total Assets Under Management
    5,761
    MILLION
  • Total Number of Accounts
    2,119
    ACCOUNTS
  • Average Account Value
    $2,718,880
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Lmcg Investments, LLC
Showing 1 - 8 of 8 top financial advisors.
1
James Gribbell, financial advisor Boston MA
James B. Gribbell
CRD#: 2171060
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

James Gribbell (CRD# 2171060) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 32 years of experience in the finance industry.

2
Matthew Guleserian, financial advisor Boston MA
Matthew S. Guleserian
CRD#: 5615898
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

Matthew Guleserian (CRD# 5615898) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has 1 year of experience in the finance industry.

3
John Harrington, financial advisor Boston MA
John J. Harrington
CRD#: 2385420
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

John Harrington (CRD# 2385420) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 30 years of experience in the finance industry.

4
Nan-marie Jaeger, financial advisor Boston MA
Nan-marie Jaeger
CRD#: 845057
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

Nan-marie Jaeger (CRD# 845057) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 29 years of experience in the finance industry.

5
Melanie Karlberg, financial advisor Boston MA
Melanie S. Karlberg
CRD#: 2939587
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

Melanie Karlberg (CRD# 2939587) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 24 years of experience in the finance industry.

6
John Layton, financial advisor Boston MA
John R. Layton
CRD#: 2562597
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

John Layton (CRD# 2562597) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 29 years of experience in the finance industry.

7
Scott Macdonald, financial advisor Boston MA
Scott M. Macdonald
CRD#: 5735426
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

Scott Macdonald (CRD# 5735426) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 10 years of experience in the finance industry.

8
Christopher Sabo, financial advisor Boston MA
Christopher J. Sabo
CRD#: 4968271
One Boston Place, 201 Washington Street, 29th Floor, Boston, MA 02108

Christopher Sabo (CRD# 4968271) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 13 years of experience in the finance industry.

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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