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The Luts & Greenleigh Group, Inc.

● SEC registered since 2019CRD 305002SEC# 801-117324Bethesda, MD
Export (members)
Reg. AUM
$525.2M
Employees
3
Accounts
827
Location
Bethesda, MD

The Luts & Greenleigh Group, Inc. assets under management

The Luts & Greenleigh Group, Inc. operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2019. It reports $525.2 million in regulatory assets under management and employs 3 people.

The Luts & Greenleigh Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brian Craig Luts ControlPartner50-75%2019
David Michael Greenleigh ControlPartner And Chief Compliance Officer50-75%2019

Frequently asked questions

How much does The Luts & Greenleigh Group, Inc. manage?

The Luts & Greenleigh Group, Inc. reports $525.2 million in regulatory assets under management on its Form ADV.

How many employees does The Luts & Greenleigh Group, Inc. have?

The Luts & Greenleigh Group, Inc. reports 3 employees.

Where is The Luts & Greenleigh Group, Inc. located?

The Luts & Greenleigh Group, Inc. is based in Bethesda, MD and has been SEC-registered since 2019.

Does The Luts & Greenleigh Group, Inc. disclose fund performance?

The Luts & Greenleigh Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7200 Wisconsin Avenue, Suite 300, Bethesda, MD 20814
Phone301-312-6660
Fax301-560-8560
Office hours9:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$515.3M
Non-discretionary$9.9M
Total (RAUM)$525.2M