Lmcg Investments, LLC

Lmcg Investments, LLC (CRD# 149936) is a financial advisory firm headquartered in Boston, MA. They manage $7,078,322,130 in 2,586 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,078
    MILLION
  • Total Number of Accounts
    2,586
    ACCOUNTS
  • Average Account Value
    $2,737,170
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

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

Financial Advisors at Lmcg Investments, LLC
Showing 1 - 9 of 9 top financial advisors.
1
James B. Gribbell
CRD#: 2171060
200 Clarendon St., T-28, Boston, MA 02116
96
Wealthminder
score

James Gribbell (CRD# 2171060) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 25 years of experience in the finance industry.

2
Nan-marie Jaeger
CRD#: 845057
200 Clarendon St., T-28, Boston, MA 02116
96
Wealthminder
score

Nan-marie Jaeger (CRD# 845057) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 22 years of experience in the finance industry.

3
John R. Layton
CRD#: 2562597
200 Clarendon St., T-28, Boston, MA 02116
96
Wealthminder
score

John Layton (CRD# 2562597) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 21 years of experience in the finance industry.

4
Jeffrey P. Davis
CRD#: 2083043
200 Clarendon St., T-28, Boston, MA 02116
90
Wealthminder
score

Jeffrey Davis (CRD# 2083043) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has 1 year of experience in the finance industry.

5
Matthew S. Guleserian
CRD#: 5615898
200 Clarendon St., T-28, Boston, MA 02116
90
Wealthminder
score

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.

6
Gordon A. Johnson
CRD#: 2384647
200 Clarendon St., T-28, Boston, MA 02116
90
Wealthminder
score

Gordon Johnson (CRD# 2384647) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has 1 year of experience in the finance industry.

7
Andrew F. Morey
CRD#: 2546018
200 Clarendon St., T-28, Boston, MA 02116
90
Wealthminder
score

Andrew Morey (CRD# 2546018) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has 1 year of experience in the finance industry.

8
R T. Vingers
CRD#: 2556035
200 Clarendon St., T-28, Boston, MA 02116
90
Wealthminder
score

R Vingers (CRD# 2556035) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has 1 year of experience in the finance industry.

9
Scott M. Macdonald
CRD#: 5735426
200 Clarendon St., T-28, Boston, MA 02116
89
Wealthminder
score

Scott Macdonald (CRD# 5735426) is an Investment Advisor Representative working at Lmcg Investments, LLC in Boston, MA and has over 3 years of experience in the finance industry.

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