1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LGG FINANCIAL

Map pinBETHESDA, MD
Phone301-312-6660
NotebookSEC #801-117324
Total AUM
$563.9M
Employees
3
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7200 WISCONSIN AVENUE
SUITE 300
BETHESDA
MD 20814
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
301-312-6660
Other Offices
1

ReceiptFinancials

Total AUM
$563.9M
Accounts
896
Discretionary
$563.9M
Accounts
896
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
89
AUM
$36.6M
HNW Individual Clients
152
AUM
$520.3M
Pension/Profit Sharing Plan Clients
9
AUM
$5.7M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMAMDNCNHNJSCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account