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Lgt Financial Advisors LLC

● SEC registered since 2013CRD 111575SEC# 801-77833Dallas, TX
Export (members)
Reg. AUM
$359.3M
Employees
5
Accounts
404
Location
Dallas, TX

Lgt Financial Advisors LLC assets under management

Lgt Financial Advisors LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2013. It reports $359.3 million in regulatory assets under management and employs 5 people.
www.lgt-fa.comView on SEC.gov ↗

Lgt Financial Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Jeffrey Miller Bentley ControlDirectorUnder 5%2024
John Eric Bullman ControlChief Investment OfficerUnder 5%2023
Lane Gorman Trubitt, LLC ControlManaging MemberOver 75%2016
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Frequently asked questions

How much does Lgt Financial Advisors LLC manage?

Lgt Financial Advisors LLC reports $359.3 million in regulatory assets under management on its Form ADV.

How many employees does Lgt Financial Advisors LLC have?

Lgt Financial Advisors LLC reports 5 employees.

Where is Lgt Financial Advisors LLC located?

Lgt Financial Advisors LLC is based in Dallas, TX and has been SEC-registered since 2013.

Does Lgt Financial Advisors LLC disclose fund performance?

Lgt Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2626 Howell St, Suite 700, Dallas, TX 75204
Phone214-871-7500
Fax214-871-0011
Office hours9:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$359.3M
Non-discretionary$0
Total (RAUM)$359.3M