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Building 2LGT FINANCIAL ADVISORS LLC

Map pinDALLAS, TX
Phone214-871-7500
NotebookSEC #801-77833
Total AUM
$456.1M
Employees
5
Clients
148

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2626 HOWELL ST
SUITE 700
DALLAS
TX 75204
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
214-871-7500

ReceiptFinancials

Total AUM
$456.1M
Accounts
452
Discretionary
$456.1M
Accounts
452
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
71
AUM
$22.5M
HNW Individual Clients
63
AUM
$390.6M
Pension/Profit Sharing Plan Clients
8
AUM
$3.2M
Charitable Organization Clients
1
AUM
$31M
Corporation or Business Clients
5
AUM
$8.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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