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Building 2LGC&D WEALTH MANAGEMENT, LLC

Map pinPROVIDENCE, RI
Phone401-421-4800
NotebookSEC #801-68914
Total AUM
$29.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 WEYBOSSET STREET
SUITE 700
PROVIDENCE
RI 02903
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
401-421-4800

ReceiptFinancials

Total AUM
$29.7M
Accounts
59
Discretionary
$22.9M
Accounts
21
Non-Discretionary
$6.8M
Accounts
38

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MARI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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