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LCP INSTITUTIONAL, LLC
ATLANTA, GA
470-326-7920
SEC #801-127386Total AUM
$3.2B
Employees
8Clients
134Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
THE ARTS CENTER TOWER
1270 WEST PEACHTREE STREET, SUITE 3
ATLANTA
GA 30309
United States
1270 WEST PEACHTREE STREET, SUITE 3
ATLANTA
GA 30309
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
470-326-7920
Financials
Total AUM
$3.2B
Accounts
395Discretionary
$1.4B
Accounts
283Non-Discretionary
$1.8B
Accounts
112
Clients
Individual Clients
69AUM
$71.8M
HNW Individual Clients
50AUM
$1.7B
Charitable Organization Clients
14AUM
$1.4B
Other Clients
1AUM
$7.8M
Description of Other Clients
FUNERAL TRUST
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INSTITUTIONAL INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING
Compliance
Disclosures
None reported
State Registrations
CTFLGAPA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.