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

Building 2LCR WEALTH MANAGEMENT LLC

Map pinWESTPORT, CT
Phone203-780-2272
NotebookSEC #801-121653
Total AUM
$151.8M
Employees
2
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
518 RIVERSIDE AVE
BUILDING A, FLOOR 2
WESTPORT
CT 06880
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
203-780-2272

ReceiptFinancials

Total AUM
$151.8M
Accounts
187
Discretionary
$151.8M
Accounts
186
Non-Discretionary
$11.6K
Accounts
1

ContactClients

View more in analytics →

Individual Clients
30
AUM
$5.8M
HNW Individual Clients
43
AUM
$141.2M
Pooled Vehicle Clients
1
AUM
$1.1M
Pension/Profit Sharing Plan Clients
1
AUM
$11.6K
Charitable Organization Clients
1
AUM
$3M
Corporation or Business Clients
2
AUM
$755.1K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account