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David Michael Greenleigh

THE LUTS & GREENLEIGH GROUP, INC.·BETHESDA, Maryland
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7200 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 2925327Firm CRD# 305002
01

About

David Michael Greenleigh is a registered financial advisor based in BETHESDA, Maryland, affiliated with THE LUTS & GREENLEIGH GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE LUTS & GREENLEIGH GROUP, INC.
LGG FINANCIAL
AUM
$493M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at THE LUTS & GREENLEIGH GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2925327
Firm CRD# 305002
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Michael Greenleigh offer?
David Michael Greenleigh specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BETHESDA, Maryland for a consultation.
What are David Michael Greenleigh's credentials?
David Michael Greenleigh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Greenleigh located?
David Michael Greenleigh is based in BETHESDA, Maryland, working with THE LUTS & GREENLEIGH GROUP, INC.. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does David Michael Greenleigh charge for services?
David Michael Greenleigh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE LUTS & GREENLEIGH GROUP, INC.?
THE LUTS & GREENLEIGH GROUP, INC. has approximately 3 employees and manages $493M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE LUTS & GREENLEIGH GROUP, INC.

Brian Craig Luts
BETHESDA, MD

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
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Research
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